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WisdomTree Equity Premium Income Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
LPL Financial
1
LPL Financial
California
$6175万 +$717万 +217,930 +13%
Granite Bay Wealth Management
2
Granite Bay Wealth Management
New Hampshire
$4130万 +$184万 +55,855 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2798万 +$593万 +180,251 +27%
Cary Street Partners
4
Cary Street Partners
Virginia
$1170万 +$95.9万 +29,156 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$978万 +$183万 +55,529 +23%
CWM
6
Castle Wealth Management
Florida
$932万 +$28.5万 +8,657 +3%
WealthPlan Investment Management
7
WealthPlan Investment Management
Nebraska
$795万 -$8.07万 -2,453 -1%
S4W
8
Solutions 4 Wealth
Texas
$789万 +$143万 +43,526 +22%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$727万 +$111万 +33,601 +18%
Pinnacle Financial Partners (Georgia)
10
Pinnacle Financial Partners (Georgia)
Georgia
$663万 +$665万 +202,105 新規
CFS
11
Compass Financial Services
Iowa
$574万 +$53.3万 +16,209 +10%
Central Trust Company
12
Central Trust Company
Missouri
$572万 +$165万 +50,006 +40%
Kestra Advisory Services
13
Kestra Advisory Services
Texas
$516万 +$56.8万 +17,250 +12%
Private Capital Management (Florida)
14
Private Capital Management (Florida)
Florida
$405万 +$29.1万 +8,831 +8%
EP Wealth Advisors
15
EP Wealth Advisors
California
$403万 +$404万 +122,881 新規
US Bancorp
16
US Bancorp
Minnesota
$381万 – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$315万 +$205万 +62,329 +181%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$314万 +$203万 +61,636 +181%
TPI
19
Trust Point Inc
Wisconsin
$281万 -$85.5万 -25,994 -23%
UBS Group
20
UBS Group
Switzerland
$245万 +$1.13万 +344 +0.5%
RC
21
Resolute Capital
South Carolina
$210万 +$50.1万 +15,219 +31%
Avestar Capital
22
Avestar Capital
New York
$209万 +$16.3万 +4,960 +8%
NBC Securities
23
NBC Securities
Alabama
$208万 +$40.7万 +12,364 +24%
Osaic Holdings
24
Osaic Holdings
Arizona
$189万 +$20.1万 +6,118 +12%
PFG Investments
25
PFG Investments
New York
$182万 -$4,935 -150 -0.3%