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WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K – – –
ACA
77
Aptus Capital Advisors
Alabama
$16.4K – – –
CFM
78
Compass Financial Management
Florida
$13.9K +$14K +425 New
AWM
79
AE Wealth Management
Kansas
$10.7K – – –
Wells Fargo
80
Wells Fargo
California
$10.5K +$10.5K +319 +31,900%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$7.34K -$4.08K -124 -36%
SAM
82
Smartleaf Asset Management
Massachusetts
$1.7K – – –
C
83
Covestor
United Kingdom
$1K – – –
PWPS
84
Pinnacle Wealth Planning Services
Ohio
$662 – – –
SWM
85
SHP Wealth Management
Massachusetts
$459 – – –
DFA
86
DHJJ Financial Advisors
Illinois
$66 – – –
MAM
87
Milestone Asset Management
Pennsylvania
– -$561K -17,574 Closed
WWM
88
Western Wealth Management
Colorado
– -$505K -15,821 Closed
APW
89
Atlantic Private Wealth
North Carolina
– -$281K -8,793 Closed
HWM
90
HB Wealth Management
Georgia
– -$264K -8,259 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
– -$182K -5,711 Closed
TPCW
92
TD Private Client Wealth
New York
– -$20.5K -642 Closed
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$16K -500 Closed
GWSA
94
Global Wealth Strategies & Associates
Colorado
– -$15.9K -499 Closed
OA
95
Operose Advisors
Wisconsin
– -$10.5K -328 Closed
SC
96
Stance Capital
Massachusetts
– -$7.43K -233 Closed
TFG
97
Team Financial Group
California
– -$283 -9 Closed