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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
PFG Advisors
Arizona
$1.11M +$1.09M +33,318 New
Creative Planning
27
Creative Planning
Kansas
$902K
AWA
28
Arkadios Wealth Advisors
Georgia
$899K +$218K +6,685 +33%
PFG
29
Prosperity Financial Group
California
$860K +$845K +25,856 New
WWA
30
WCG Wealth Advisors
Nevada
$805K -$46.7K -1,430 -6%
PAG
31
Private Advisor Group
New Jersey
$695K +$7.48K +229 +1%
DAS
32
Diversify Advisory Services
Utah
$674K -$91.6K -2,804 -12%
KAS
33
Kestra Advisory Services
Texas
$603K -$54K -1,653 -8%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$552K +$501K +15,335 +1,229%
OC
35
Oppenheimer & Co
New York
$474K +$882 +27 +0.2%
MML Investors Services
36
MML Investors Services
Massachusetts
$414K +$83.9K +2,567 +26%
KA
37
Klingman & Associates
New York
$397K
AWM
38
Apollon Wealth Management
South Carolina
$373K
HWM
39
HB Wealth Management
Georgia
$371K +$131K +4,018 +56%
TA
40
Tactive Advisors
Florida
$361K +$66.7K +2,042 +23%
MFG
41
Merit Financial Group
Georgia
$346K
KA
42
Kovack Advisors
Florida
$338K +$43.3K +1,324 +15%
AAS
43
Ameritas Advisory Services
Nebraska
$321K +$217K +6,650 +222%
CWM
44
Collaborative Wealth Management
Florida
$306K +$68.9K +2,107 +30%
APW
45
Atlantic Private Wealth
North Carolina
$293K
SIM
46
Synergy Investment Management
Florida
$261K +$7.48K +229 +3%
AC
47
Avory & Company
Florida
$250K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$248K +$244K +7,452 New
PA
49
Pineridge Advisors
Missouri
$239K -$270K -8,249 -53%
WCFP
50
White & Co Financial Planning
Washington
$224K -$2.68K -82 -1%