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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$456K -$53.7K -1,625 -11%
HWM
27
HB Wealth Management
Georgia
$449K -$54.4K -1,646 -11%
KA
28
Klingman & Associates
New York
$445K
PA
29
Pineridge Advisors
Missouri
$433K +$56.3K +1,704 +15%
OC
30
Oppenheimer & Co
New York
$397K +$168K +5,074 +73%
APW
31
Atlantic Private Wealth
North Carolina
$328K
RJA
32
Raymond James & Associates
Florida
$300K -$627K -18,970 -68%
HI
33
Harbour Investments
Wisconsin
$289K +$66.3K +2,007 +30%
AAS
34
Avantax Advisory Services
Texas
$276K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$189K +$90.8K +2,748 +93%
RFG
36
REAP Financial Group
Texas
$188K -$11.6K -350 -6%
GWSA
37
Global Wealth Strategies & Associates
Colorado
$50.7K
FFA
38
Farther Finance Advisors
California
$47.7K +$47.6K +1,440 New
ACA
39
Aptus Capital Advisors
Alabama
$31.4K +$14.9K +450 +90%
GWANC
40
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.4K +$14.9K +450 +90%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K
JP Morgan Chase
42
JP Morgan Chase
New York
$20K -$46.6K -1,409 -70%
FFA
43
Founders Financial Alliance
North Carolina
$11.8K +$11.7K +355 New
C
44
Covestor
United Kingdom
$2K -$397 -12 -16%
SAM
45
Smartleaf Asset Management
Massachusetts
$1.29K
CAS
46
Coppell Advisory Solutions
Texas
$297
DFA
47
DHJJ Financial Advisors
Illinois
$67
Fidelity Investments
48
Fidelity Investments
Massachusetts
$66 +$33 +1 +100%
Wells Fargo
49
Wells Fargo
California
$18
OMC
50
Old Mission Capital
Illinois
-$736K -22,052 Closed