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icono de WTPI

WisdomTree Equity Premium Income Fund
WTPI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Orgel Wealth Management
1
Orgel Wealth Management
Wisconsin
USD 89.5 M +USD 88.2 M +3,077,544 +41,144%
Bank of America
2
Bank of America
North Carolina
USD 16.4 M +USD 5.31 M +185,083 +49%
Morgan Stanley
3
Morgan Stanley
New York
USD 6.18 M +USD 512 k +17,862 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 5.61 M +USD 5.23 M +182,318 +1,648%
Blue Sky Asset Management
5
Blue Sky Asset Management
Colorado
USD 3.8 M -USD 569 k -19,845 -13%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 3.23 M +USD 142 k +4,946 +5%
LPL Financial
7
LPL Financial
California
USD 2.02 M +USD 206 k +7,185 +12%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
USD 1.64 M +USD 1.26 k +44 +0.1%
Institute for Wealth Management
9
Institute for Wealth Management
Colorado
USD 1.42 M +USD 1.4 M +48,955 Nuevas
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
USD 974 k +USD 39.4 k +1,374 +4%
FWM
11
Frontier Wealth Management
Missouri
USD 709 k +USD 98.6 k +3,438 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
USD 610 k +USD 37.9 k +1,323 +7%
StoneX Group
13
StoneX Group
New York
USD 554 k +USD 548 k +19,108 Nuevas
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 491 k +USD 36.1 k +1,258 +8%
Blue Bell Private Wealth Management
15
Blue Bell Private Wealth Management
Pennsylvania
USD 381 k +USD 88.1 k +3,072 +30%
Advisors Preferred
16
Advisors Preferred
Maryland
USD 348 k +USD 344 k +11,986 Nuevas
Argent Trust Co
17
Argent Trust Co
Tennessee
USD 230 k +USD 227 k +7,930 Nuevas
Kings Point Capital Management
18
Kings Point Capital Management
New York
USD 125 k – – –
RIA
19
RPG Investment Advisory
California
USD 101 k +USD 100 k +3,497 Nuevas
Federation des caisses Desjardins du Quebec
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 22.5 k – – –
UBS Group
21
UBS Group
Switzerland
USD 20 k +USD 20.1 k +700 Nuevas
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 17 k +USD 17.2 k +600 Nuevas
SFSIG
23
San Francisco Sentry Investment Group
California
USD 15 k +USD 14.3 k +500 Nuevas
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
USD 8 k +USD 8.23 k +287 Nuevas
Newfound Research
25
Newfound Research
Massachusetts
USD 1 k +USD 1.12 k +39 Nuevas
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