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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Smartleaf Asset Management
Massachusetts
$555K +$491K +14,984 +518%
T
27
Tidemark
California
$467K +$336K +10,270 +218%
Creative Planning
28
Creative Planning
Kansas
$463K +$34.5K +1,052 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$439K -$117K -3,572 -20%
OC
30
Oppenheimer & Co
New York
$438K -$165K -5,049 -26%
AAS
31
Avantax Advisory Services
Texas
$433K +$176K +5,372 +63%
PA
32
Pineridge Advisors
Missouri
$431K +$24.9K +760 +6%
KA
33
Klingman & Associates
New York
$372K
HWM
34
HB Wealth Management
Georgia
$350K -$37.1K -1,133 -9%
KAS
35
Kestra Advisory Services
Texas
$348K +$93.6K +2,857 +34%
HI
36
Harbour Investments
Wisconsin
$333K +$60.9K +1,858 +21%
MML Investors Services
37
MML Investors Services
Massachusetts
$286K +$300K +9,174 New
HighTower Advisors
38
HighTower Advisors
Illinois
$285K +$300K +9,164 New
APW
39
Atlantic Private Wealth
North Carolina
$274K -$36.5K -1,115 -11%
AC
40
Avory & Company
Florida
$234K
KA
41
Kovack Advisors
Florida
$233K +$245K +7,483 New
SIM
42
Synergy Investment Management
Florida
$233K +$245K +7,473 New
AWM
43
Apollon Wealth Management
South Carolina
$231K +$243K +7,405 New
WCFP
44
White & Co Financial Planning
Washington
$200K -$4.98K -152 -2%
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$138K +$145K +4,425 New
RFG
46
REAP Financial Group
Texas
$103K -$42.8K -1,307 -28%
CFS
47
Compass Financial Services
Iowa
$78.7K +$82.8K +2,527 New
GWSA
48
Global Wealth Strategies & Associates
Colorado
$47.7K
FFA
49
Farther Finance Advisors
California
$44.9K
ACA
50
Aptus Capital Advisors
Alabama
$29.6K