We are live on ! Find out more
WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$355K +$2.15K +71 +0.6%
UCFA
27
United Capital Financial Advisors
Texas
$338K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$316K -$76.4K -2,520 -20%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$276K
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K +$25K +825 +10%
PG
31
Proffitt & Goodson
Tennessee
$249K -$24.6K -811 -9%
CFD
32
Creative Financial Designs
Indiana
$209K +$25.2K +830 +14%
OWM
33
Orgel Wealth Management
Wisconsin
$206K -$5.37K -177 -3%
GRP
34
Global Retirement Partners
California
$41K +$18.7K +616 +85%
NFG
35
Next Financial Group
Texas
$40K +$39.4K +1,300 New
RIA
36
RPG Investment Advisory
California
$31K -$44.2K -1,457 -59%
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$31K +$30.3K +1,000 New
AssetMark Inc
38
AssetMark Inc
California
$25K +$576 +19 +2%
MM
39
Main Management
California
$25K +$25K +826 New
APA
40
American Portfolios Advisors
New York
$20.9K +$1.12K +37 +6%
RFC
41
Regions Financial Corp
Alabama
$19K -$1.55M -51,160 -99%
AWMS
42
Advocacy Wealth Management Services
Georgia
$15K
UBS Group
43
UBS Group
Switzerland
$13K +$1.18K +39 +10%
IA
44
IFP Advisors
Florida
$9K -$2.18K -72 -20%
CAC
45
Certified Advisory Corp
Florida
$8K
BA
46
Ballew Advisors
Mississippi
$7K +$7.28K +240 New
GWM
47
Geneos Wealth Management
Colorado
$7K +$7.55K +249 New
TFA
48
Transamerica Financial Advisors
Florida
$5K -$16.2K -533 -77%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$3K
NR
50
Newfound Research
Massachusetts
$2K +$879 +29 +73%