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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$206K +$202K +6,178 New
RFG
52
REAP Financial Group
Texas
$91.5K -$3.56K -109 -4%
FFA
53
Farther Finance Advisors
California
$39.9K
Comerica Bank
54
Comerica Bank
Texas
$32.5K
WANY
55
Wealthspire Advisors (New York)
New York
$25.7K +$25.3K +773 New
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K
JP Morgan Chase
57
JP Morgan Chase
New York
$22K
FFA
58
Founders Financial Alliance
North Carolina
$19.8K +$4.9K +150 +34%
GWM
59
Geneos Wealth Management
Colorado
$17.4K +$17.1K +524 New
ACA
60
Aptus Capital Advisors
Alabama
$16.6K
GWSA
61
Global Wealth Strategies & Associates
Colorado
$16.6K -$33.8K -1,034 -67%
AWM
62
AE Wealth Management
Kansas
$10.8K
SC
63
Stance Capital
Massachusetts
$7.42K +$7.29K +223 New
CAL
64
Capital Analysts LLC
Pennsylvania
$5K +$4.9K +150 New
SAM
65
Smartleaf Asset Management
Massachusetts
$1.49K -$605K -18,505 -100%
C
66
Covestor
United Kingdom
$1K +$33 +1 +3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$932 -$65 -2 -7%
BGWM
68
Bridge Generations Wealth Management
Florida
$400
TFG
69
Team Financial Group
California
$278
DFA
70
DHJJ Financial Advisors
Illinois
$67
Wells Fargo
71
Wells Fargo
California
$44 -$65 -2 -67%
BRWM
72
Blue Rock Wealth Management
North Carolina
-$956K -29,843 Closed
OMC
73
Old Mission Capital
Illinois
-$565K -17,643 Closed
IAA
74
Independent Advisor Alliance
North Carolina
-$300K -9,356 Closed
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
-$219K -6,850 Closed