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ícone de WTPI

WisdomTree Equity Premium Income Fund
WTPI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Federation des caisses Desjardins du Quebec
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 21,7 mil – – –
Aptus Capital Advisors
77
Aptus Capital Advisors
Alabama
US$ 16,4 mil – – –
Compass Financial Management
78
Compass Financial Management
Florida
US$ 13,9 mil +US$ 14 mil +425 Nova
AE Wealth Management
79
AE Wealth Management
Kansas
US$ 10,7 mil – – –
Wells Fargo
80
Wells Fargo
California
US$ 10,5 mil +US$ 10,5 mil +319 +31.900%
Fidelity Investments
81
Fidelity Investments
Massachusetts
US$ 7,34 mil -US$ 4,08 mil -124 -36%
Smartleaf Asset Management
82
Smartleaf Asset Management
Massachusetts
US$ 1,7 mil – – –
Covestor
83
Covestor
United Kingdom
US$ 1 mil – – –
Pinnacle Wealth Planning Services
84
Pinnacle Wealth Planning Services
Ohio
US$ 662 – – –
SHP Wealth Management
85
SHP Wealth Management
Massachusetts
US$ 459 – – –
DHJJ Financial Advisors
86
DHJJ Financial Advisors
Illinois
US$ 66 – – –
MAM
87
Milestone Asset Management
Pennsylvania
– -US$ 561 mil -17.574 Encerrada
Western Wealth Management
88
Western Wealth Management
Colorado
– -US$ 505 mil -15.821 Encerrada
Atlantic Private Wealth
89
Atlantic Private Wealth
North Carolina
– -US$ 281 mil -8.793 Encerrada
HB Wealth Management
90
HB Wealth Management
Georgia
– -US$ 264 mil -8.259 Encerrada
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -US$ 182 mil -5.711 Encerrada
TD Private Client Wealth
92
TD Private Client Wealth
New York
– -US$ 20,5 mil -642 Encerrada
Guardian Wealth Advisors (North Carolina)
93
Guardian Wealth Advisors (North Carolina)
North Carolina
– -US$ 16 mil -500 Encerrada
Global Wealth Strategies & Associates
94
Global Wealth Strategies & Associates
Colorado
– -US$ 15,9 mil -499 Encerrada
Operose Advisors
95
Operose Advisors
Wisconsin
– -US$ 10,5 mil -328 Encerrada
Stance Capital
96
Stance Capital
Massachusetts
– -US$ 7,44 mil -233 Encerrada
TFG
97
Team Financial Group
California
– -US$ 283 -9 Encerrada
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