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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.2M -$703K -21,081 -37%
TI
27
TrueMark Investments
Illinois
$1.14M +$1.15M +34,568 New
CAM
28
Cresset Asset Management
Illinois
$1.04M -$130K -3,893 -11%
CSPIA
29
Cary Street Partners Investment Advisory
Virginia
$967K +$977K +29,279 New
PAS
30
Park Avenue Securities
New York
$951K +$961K +28,795 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$932K +$389K +11,657 +70%
CW
32
CreativeOne Wealth
Kansas
$869K +$878K +26,328 New
PFG
33
Prosperity Financial Group
California
$825K -$29.3K -877 -3%
DAS
34
Diversify Advisory Services
Utah
$816K +$141K +4,214 +21%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$811K +$820K +24,568 New
Creative Planning
36
Creative Planning
Kansas
$797K -$98.5K -2,953 -11%
JP Morgan Chase
37
JP Morgan Chase
New York
$776K +$762K +22,847 +3,456%
KAS
38
Kestra Advisory Services
Texas
$716K +$119K +3,563 +20%
PAG
39
Private Advisor Group
New Jersey
$707K +$17.2K +516 +2%
WWA
40
WCG Wealth Advisors
Nevada
$676K -$124K -3,732 -15%
KA
41
Kovack Advisors
Florida
$624K +$291K +8,730 +86%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$535K +$540K +16,199 New
AC
43
Avory & Company
Florida
$501K +$255K +7,640 +102%
WP
44
WealthPLAN Partners
Nebraska
$465K +$470K +14,078 New
MML Investors Services
45
MML Investors Services
Massachusetts
$458K +$47.5K +1,423 +11%
MWM
46
Meridian Wealth Management
Kentucky
$456K +$461K +13,805 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
$390K +$394K +11,822 New
AWM
48
Apollon Wealth Management
South Carolina
$371K
US Bancorp
49
US Bancorp
Minnesota
$352K +$356K +10,667 New
MFG
50
Merit Financial Group
Georgia
$344K