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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.6K
AWM
52
AE Wealth Management
Kansas
$25K +$10.6K +325 +68%
SPIA
53
Steward Partners Investment Advisory
New York
$23.4K
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K
JP Morgan Chase
55
JP Morgan Chase
New York
$18.8K +$590 +18 +3%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$18K +$18.9K +578 New
FFA
57
Founders Financial Alliance
North Carolina
$13.8K +$2.92K +89 +25%
CCM
58
Coldstream Capital Management
Washington
$5.76K +$6.06K +185 New
T
59
Transce3nd
Texas
$3.36K
C
60
Covestor
United Kingdom
$1K -$1.25K -38 -49%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$965 +$66 +2 +7%
BGWM
62
Bridge Generations Wealth Management
Florida
$374
DFA
63
DHJJ Financial Advisors
Illinois
$63
Wells Fargo
64
Wells Fargo
California
$38 -$196K -5,974 -100%
Comerica Bank
65
Comerica Bank
Texas
-$586K -17,768 Closed
TPCW
66
TD Private Client Wealth
New York
-$309K -9,369 Closed
SP
67
Symmetry Partners
Connecticut
-$261K -7,911 Closed
PPC
68
Park Place Capital
Alabama
-$25.8K -784 Closed
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
-$24.7K -750 Closed
CAS
70
Coppell Advisory Solutions
Texas
-$298 -9 Closed