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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WCFP
51
White & Co Financial Planning
Washington
$218K +$11K +353 +5%
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
$142K
AAS
53
Ameritas Advisory Services
Nebraska
$96.1K +$93.1K +3,000 New
RFG
54
REAP Financial Group
Texas
$91.6K -$13.9K -449 -14%
GWSA
55
Global Wealth Strategies & Associates
Colorado
$49.1K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$40K +$38.7K +1,248 New
FFA
57
Farther Finance Advisors
California
$38.4K -$7.51K -242 -17%
Comerica Bank
58
Comerica Bank
Texas
$31.3K +$30.3K +978 New
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K
JP Morgan Chase
60
JP Morgan Chase
New York
$21.2K +$1.77K +57 +9%
ACA
61
Aptus Capital Advisors
Alabama
$16K -$14K -450 -47%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$16K -$14K -450 -47%
FFA
63
Founders Financial Alliance
North Carolina
$14.2K
AWM
64
AE Wealth Management
Kansas
$10.4K -$14.8K -478 -60%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$7.11K +$6.89K +222 New
T
66
Transce3nd
Texas
$3.46K
C
67
Covestor
United Kingdom
$1K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$961 -$31 -1 -3%
BGWM
69
Bridge Generations Wealth Management
Florida
$385
TFG
70
Team Financial Group
California
$260 +$248 +8 New
Wells Fargo
71
Wells Fargo
California
$97 +$62 +2 +200%
DFA
72
DHJJ Financial Advisors
Illinois
$65
HI
73
Harbour Investments
Wisconsin
-$333K -10,702 Closed
HighTower Advisors
74
HighTower Advisors
Illinois
-$285K -9,164 Closed
SPIA
75
Steward Partners Investment Advisory
New York
-$23.4K -750 Closed