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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
T
26
Tidemark
California
$834K +$342K +11,040 +74%
WWA
27
WCG Wealth Advisors
Nevada
$821K -$379K -12,203 -32%
DAS
28
Diversify Advisory Services
Utah
$748K -$11.1K -357 -2%
PAG
29
Private Advisor Group
New Jersey
$662K +$57.6K +1,856 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$652K +$194K +6,269 +44%
AWA
31
Arkadios Wealth Advisors
Georgia
$652K +$45.7K +1,472 +8%
KAS
32
Kestra Advisory Services
Texas
$634K +$267K +8,622 +77%
SAM
33
Smartleaf Asset Management
Massachusetts
$595K +$20.9K +674 +4%
OMC
34
Old Mission Capital
Illinois
$565K +$547K +17,643 New
PA
35
Pineridge Advisors
Missouri
$494K +$49.3K +1,588 +11%
OC
36
Oppenheimer & Co
New York
$456K +$4.93K +159 +1%
KA
37
Klingman & Associates
New York
$382K
AWM
38
Apollon Wealth Management
South Carolina
$360K +$118K +3,816 +52%
MFG
39
Merit Financial Group
Georgia
$333K +$323K +10,403 New
AAS
40
Avantax Advisory Services
Texas
$330K -$112K -3,626 -26%
MML Investors Services
41
MML Investors Services
Massachusetts
$316K +$21.8K +702 +8%
IAA
42
Independent Advisor Alliance
North Carolina
$300K +$290K +9,356 New
KA
43
Kovack Advisors
Florida
$283K +$41.9K +1,349 +18%
TA
44
Tactive Advisors
Florida
$283K +$274K +8,818 New
APW
45
Atlantic Private Wealth
North Carolina
$282K
SIM
46
Synergy Investment Management
Florida
$244K +$4.59K +148 +2%
AC
47
Avory & Company
Florida
$241K
HWM
48
HB Wealth Management
Georgia
$229K -$127K -4,106 -37%
CWM
49
Collaborative Wealth Management
Florida
$227K +$220K +7,093 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$219K +$213K +6,850 New