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ícone de WTPI

WisdomTree Equity Premium Income Fund
WTPI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Orgel Wealth Management
1
Orgel Wealth Management
Wisconsin
US$ 89,5 mi +US$ 88,2 mi +3.077.544 +41.144%
Bank of America
2
Bank of America
North Carolina
US$ 16,4 mi +US$ 5,31 mi +185.083 +49%
Morgan Stanley
3
Morgan Stanley
New York
US$ 6,18 mi +US$ 512 mil +17.862 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
US$ 5,61 mi +US$ 5,23 mi +182.318 +1.648%
Blue Sky Asset Management
5
Blue Sky Asset Management
Colorado
US$ 3,8 mi -US$ 569 mil -19.845 -13%
Raymond James & Associates
6
Raymond James & Associates
Florida
US$ 3,23 mi +US$ 142 mil +4.946 +5%
LPL Financial
7
LPL Financial
California
US$ 2,02 mi +US$ 206 mil +7.185 +12%
Financial Enhancement Group
8
Financial Enhancement Group
Indiana
US$ 1,64 mi +US$ 1,26 mil +44 +0,1%
Institute for Wealth Management
9
Institute for Wealth Management
Colorado
US$ 1,42 mi +US$ 1,4 mi +48.955 Nova
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
US$ 974 mil +US$ 39,4 mil +1.374 +4%
FWM
11
Frontier Wealth Management
Missouri
US$ 709 mil +US$ 98,6 mil +3.438 +16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
US$ 610 mil +US$ 37,9 mil +1.323 +7%
StoneX Group
13
StoneX Group
New York
US$ 554 mil +US$ 548 mil +19.108 Nova
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
US$ 491 mil +US$ 36,1 mil +1.258 +8%
Blue Bell Private Wealth Management
15
Blue Bell Private Wealth Management
Pennsylvania
US$ 381 mil +US$ 88,1 mil +3.072 +30%
Advisors Preferred
16
Advisors Preferred
Maryland
US$ 348 mil +US$ 344 mil +11.986 Nova
Argent Trust Co
17
Argent Trust Co
Tennessee
US$ 230 mil +US$ 227 mil +7.930 Nova
Kings Point Capital Management
18
Kings Point Capital Management
New York
US$ 125 mil – – –
RIA
19
RPG Investment Advisory
California
US$ 101 mil +US$ 100 mil +3.497 Nova
Federation des caisses Desjardins du Quebec
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 22,5 mil – – –
UBS Group
21
UBS Group
Switzerland
US$ 20 mil +US$ 20,1 mil +700 Nova
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
US$ 17 mil +US$ 17,2 mil +600 Nova
SFSIG
23
San Francisco Sentry Investment Group
California
US$ 15 mil +US$ 14,3 mil +500 Nova
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
US$ 8 mil +US$ 8,23 mil +287 Nova
Newfound Research
25
Newfound Research
Massachusetts
US$ 1 mil +US$ 1,12 mil +39 Nova
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