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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
26
REAP Financial Group
Texas
$353K +$346K +11,120 New
AAS
27
Avantax Advisory Services
Texas
$345K +$339K +10,887 New
AWM
28
AE Wealth Management
Kansas
$321K -$102K -3,288 -25%
APW
29
Atlantic Private Wealth
North Carolina
$314K
PA
30
Pineridge Advisors
Missouri
$310K +$304K +9,773 New
RJA
31
Raymond James & Associates
Florida
$300K
Truist Financial
32
Truist Financial
North Carolina
$216K +$212K +6,820 New
Wells Fargo
33
Wells Fargo
California
$122K +$120K +3,851 +385,100%
HI
34
Harbour Investments
Wisconsin
$82.8K +$81.3K +2,613 New
OP
35
ORG Partners
Indiana
$76.1K +$74.7K +2,401 New
JP Morgan Chase
36
JP Morgan Chase
New York
$63.2K -$498 -16 -0.8%
GWSA
37
Global Wealth Strategies & Associates
Colorado
$59K -$5.56M -178,801 -99%
MIM
38
Macroview Investment Management
Maryland
$38.5K -$14K -451 -27%
TFG
39
Team Financial Group
California
$33.1K -$5.01K -161 -13%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$19.9K +$19.4K +625 New
C
42
Covestor
United Kingdom
$2K +$62 +2 +3%
FFA
43
Farther Finance Advisors
California
$1.74K
SAM
44
Smartleaf Asset Management
Massachusetts
$1.24K +$1.21K +39 New
CAS
45
Coppell Advisory Solutions
Texas
$282 +$280 +9 New
DFA
46
DHJJ Financial Advisors
Illinois
$64
SEI Investments
47
SEI Investments
Pennsylvania
-$4.93M -160,466 Closed