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WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Colony Group
26
Colony Group
Massachusetts
$335K +$5.62K +193 +2%
United Capital Financial Advisors
27
United Capital Financial Advisors
Texas
$325K – – –
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$265K – – –
PG
29
Proffitt & Goodson
Tennessee
$263K +$260K +8,935 New
Federation des caisses Desjardins du Quebec
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$4.57K +157 +2%
Orgel Wealth Management
31
Orgel Wealth Management
Wisconsin
$203K +$201K +6,889 New
CFD
32
Creative Financial Designs
Indiana
$176K +$174K +5,978 New
RIA
33
RPG Investment Advisory
California
$72K – – –
BCA
34
Bay Colony Advisors
Massachusetts
$63K +$62.2K +2,136 New
AssetMark Inc
35
AssetMark Inc
California
$24K +$23.4K +803 New
Global Retirement Partners
36
Global Retirement Partners
California
$21K +$8.5K +292 +67%
TFA
37
Transamerica Financial Advisors
Florida
$21K +$20.2K +692 New
APA
38
American Portfolios Advisors
New York
$19K +$14.7K +506 +364%
AWMS
39
Advocacy Wealth Management Services
Georgia
$15K – – –
UBS Group
40
UBS Group
Switzerland
$12K -$74.1K -2,545 -86%
IFP Advisors
41
IFP Advisors
Florida
$11K – – –
CAC
42
Certified Advisory Corp
Florida
$7K – – –
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.91K +100 New
NR
44
Newfound Research
Massachusetts
$1K – – –
HH
45
Hilltop Holdings
Texas
– -$952K -33,726 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$909K -32,178 Closed
AP
47
Advisors Preferred
Maryland
– -$411K -14,554 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
– -$404K -14,300 Closed
Jane Street
49
Jane Street
New York
– -$288K -10,209 Closed
TSS
50
Two Sigma Securities
New York
– -$244K -8,652 Closed