We are live on ! Find out more
WTPI icon

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Atlantic Private Wealth
North Carolina
$330K – – –
Avantax Advisory Services
27
Avantax Advisory Services
Texas
$326K -$35.3K -1,083 -10%
Raymond James & Associates
28
Raymond James & Associates
Florida
$315K – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$299K +$293K +8,982 New
RFG
30
REAP Financial Group
Texas
$294K -$74.8K -2,296 -21%
GBWM
31
Granite Bay Wealth Management
New Hampshire
$257K +$252K +7,723 New
Harbour Investments
32
Harbour Investments
Wisconsin
$178K +$88.6K +2,719 +104%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$86K -$337K -10,342 -80%
JP Morgan Chase
34
JP Morgan Chase
New York
$67.1K +$717 +22 +1%
GWSA
35
Global Wealth Strategies & Associates
Colorado
$60.8K -$1.17K -36 -2%
MIM
36
Macroview Investment Management
Maryland
$41.7K +$1.21K +37 +3%
Federation des caisses Desjardins du Quebec
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K – – –
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$20.8K – – –
Geneos Wealth Management
39
Geneos Wealth Management
Colorado
$11.7K +$11.4K +350 New
C
40
Covestor
United Kingdom
$3K +$98 +3 +4%
Farther Finance Advisors
41
Farther Finance Advisors
California
$1.83K – – –
Smartleaf Asset Management
42
Smartleaf Asset Management
Massachusetts
$1.3K – – –
MTIC
43
Missouri Trust & Investment Company
Missouri
$300 +$293 +9 New
DFA
44
DHJJ Financial Advisors
Illinois
$67 – – –
Wells Fargo
45
Wells Fargo
California
$47 -$125K -3,851 -100%
Old Mission Capital
46
Old Mission Capital
Illinois
– -$1.06M -33,283 Closed
MML Investors Services
47
MML Investors Services
Massachusetts
– -$672K -21,211 Closed
AE Wealth Management
48
AE Wealth Management
Kansas
– -$321K -9,985 Closed
Truist Financial
49
Truist Financial
North Carolina
– -$216K -6,820 Closed
OP
50
ORG Partners
Indiana
– -$76.1K -2,401 Closed