CASTLE WEALTH MANAGEMENT LLC
Position in WTPI — WisdomTree Equity Premium Income Fund
CIK 1936420
BOYNTON BEACH, FL
All Filings in WTPI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 WTPI | $8,735,105 | 262,552 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 WTPI | $8,062,545 | 251,640 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 WTPI | $7,319,986 | 235,067 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 WTPI | $7,310,012 | 221,744 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 WTPI | $6,773,484 | 204,637 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 WTPI | $1,527,754 | 45,796 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 WTPI | $654,145 | 19,644 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||