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icono de WTPI

WisdomTree Equity Premium Income Fund
WTPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 61.8 M +USD 7.17 M +217,930 +13%
Granite Bay Wealth Management
2
Granite Bay Wealth Management
New Hampshire
USD 41.3 M +USD 1.84 M +55,855 +5%
Morgan Stanley
3
Morgan Stanley
New York
USD 28 M +USD 5.93 M +180,251 +27%
Cary Street Partners
4
Cary Street Partners
Virginia
USD 11.7 M +USD 959 k +29,156 +9%
Raymond James Financial
5
Raymond James Financial
Florida
USD 9.8 M +USD 1.83 M +55,529 +23%
CWM
6
Castle Wealth Management
Florida
USD 9.32 M +USD 285 k +8,657 +3%
WealthPlan Investment Management
7
WealthPlan Investment Management
Nebraska
USD 7.95 M -USD 80.7 k -2,453 -1%
S4W
8
Solutions 4 Wealth
Texas
USD 7.89 M +USD 1.43 M +43,526 +22%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
USD 7.27 M +USD 1.11 M +33,601 +18%
Pinnacle Financial Partners (Georgia)
10
Pinnacle Financial Partners (Georgia)
Georgia
USD 6.63 M +USD 6.65 M +202,105 Nuevas
CFS
11
Compass Financial Services
Iowa
USD 5.74 M +USD 533 k +16,209 +10%
Central Trust Company
12
Central Trust Company
Missouri
USD 5.72 M +USD 1.65 M +50,006 +40%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
USD 5.16 M +USD 568 k +17,250 +12%
Private Capital Management (Florida)
14
Private Capital Management (Florida)
Florida
USD 4.05 M +USD 291 k +8,831 +8%
EP Wealth Advisors
15
EP Wealth Advisors
California
USD 4.03 M +USD 4.04 M +122,881 Nuevas
US Bancorp
16
US Bancorp
Minnesota
USD 3.81 M – – –
JP Morgan Chase
17
JP Morgan Chase
New York
USD 3.15 M +USD 2.05 M +62,329 +181%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
USD 3.14 M +USD 2.03 M +61,636 +181%
TPI
19
Trust Point Inc
Wisconsin
USD 2.81 M -USD 855 k -25,994 -23%
UBS Group
20
UBS Group
Switzerland
USD 2.45 M +USD 11.3 k +344 +0.5%
RC
21
Resolute Capital
South Carolina
USD 2.1 M +USD 501 k +15,219 +31%
Avestar Capital
22
Avestar Capital
New York
USD 2.09 M +USD 163 k +4,960 +8%
NBC Securities
23
NBC Securities
Alabama
USD 2.08 M +USD 407 k +12,364 +24%
Osaic Holdings
24
Osaic Holdings
Arizona
USD 1.89 M +USD 201 k +6,118 +12%
PFG Investments
25
PFG Investments
New York
USD 1.82 M -USD 4.94 k -150 -0.3%
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