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WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$358K – – –
AIM
52
Advyzon Investment Management
Illinois
$340K +$354K +10,667 New
MFG
53
Merit Financial Group
Georgia
$332K – – –
TA
54
Tactive Advisors
Florida
$303K +$54.6K +1,645 +21%
APW
55
Atlantic Private Wealth
North Carolina
$281K – – –
SIM
56
Synergy Investment Management
Florida
$266K +$4.88K +147 +2%
HWM
57
HB Wealth Management
Georgia
$264K +$2.16K +65 +0.8%
IWC
58
Integrated Wealth Concepts
Massachusetts
$250K +$260K +7,842 New
RCP
59
Roan Capital Partners
Tennessee
$248K +$258K +7,763 New
KPWS
60
Kestra Private Wealth Services
Texas
$222K +$231K +6,953 New
Cerity Partners
61
Cerity Partners
New York
$210K +$218K +6,573 New
ACM
62
Alessandra Capital Management
California
$206K +$214K +6,456 New
WCFP
63
White & Co Financial Planning
Washington
$201K -$13.2K -399 -6%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$182K +$189K +5,711 New
RFG
65
REAP Financial Group
Texas
$73.6K -$10.2K -307 -12%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$70.7K +$73.5K +2,216 New
WAU
67
Wellington-Altus USA
Manitoba, Canada
$50K +$20.7K +625 +69%
FFA
68
Founders Financial Alliance
North Carolina
$45.7K – – –
TCM
69
Triumph Capital Management
Colorado
$44.7K – – –
IAIM
70
International Assets Investment Management
Florida
$39.7K +$199 +6 +0.5%
FFA
71
Farther Finance Advisors
California
$38.2K – – –
AF
72
Allworth Financial
California
$33.5K +$4.98K +150 +17%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K – – –
TPCW
74
TD Private Client Wealth
New York
$20.5K -$88.3K -2,663 -81%
GWM
75
Geneos Wealth Management
Colorado
$17.8K +$332 +10 +2%