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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Colony Group
Massachusetts
$316K -$13.8K -481 -4%
UCFA
27
United Capital Financial Advisors
Texas
$311K +$317K +11,028 New
Jane Street
28
Jane Street
New York
$288K -$837K -29,084 -74%
SFM
29
Signet Financial Management
New Jersey
$271K +$276K +9,581 New
SBIA
30
Sheaff Brock Investment Advisors
Indiana
$254K +$259K +9,000 New
TSS
31
Two Sigma Securities
New York
$244K +$249K +8,652 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K
Citadel Advisors
33
Citadel Advisors
Florida
$204K +$208K +7,218 New
KPCM
34
Kings Point Capital Management
New York
$122K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$101K -$338K -11,760 -77%
UBS Group
36
UBS Group
Switzerland
$83K -$3.45K -120 -4%
RIA
37
RPG Investment Advisory
California
$69K -$31.3K -1,087 -31%
PWM
38
Perigon Wealth Management
California
$68K +$69K +2,397 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$14K
SFSIG
40
San Francisco Sentry Investment Group
California
$14K
GRP
41
Global Retirement Partners
California
$12K +$12.5K +435 New
IA
42
IFP Advisors
Florida
$10K
CAC
43
Certified Advisory Corp
Florida
$7K +$29 +1 +0.4%
IWM
44
IHT Wealth Management
Illinois
$6K
APA
45
American Portfolios Advisors
New York
$3.92K -$1.42M -49,338 -100%
NR
46
Newfound Research
Massachusetts
$1K
OWM
47
Orgel Wealth Management
Wisconsin
-$97.8M -3,364,860 Closed
NFG
48
Next Financial Group
Texas
-$493K -16,975 Closed
CAAS
49
Capital Asset Advisory Services
Michigan
-$304K -10,472 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
-$209K -7,179 Closed