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WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$16K – – –
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$16K +$16.6K +500 New
GWSA
78
Global Wealth Strategies & Associates
Colorado
$15.9K – – –
SC
79
Swan Capital
Florida
$14.9K +$15.5K +466 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$11.1K +$10.3K +312 +867%
OA
81
Operose Advisors
Wisconsin
$10.5K +$10.9K +328 New
AWM
82
AE Wealth Management
Kansas
$10.4K – – –
SC
83
Stance Capital
Massachusetts
$7.43K +$7.73K +233 New
SAM
84
Smartleaf Asset Management
Massachusetts
$1.62K – – –
C
85
Covestor
United Kingdom
$1K – – –
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$645 – – –
SWM
87
SHP Wealth Management
Massachusetts
$447 – – –
TFG
88
Team Financial Group
California
$283 – – –
DFA
89
DHJJ Financial Advisors
Illinois
$64 – – –
Wells Fargo
90
Wells Fargo
California
$18 – – –
TI
91
TrueMark Investments
Illinois
– -$1.14M -34,568 Closed
Park Avenue Securities
92
Park Avenue Securities
New York
– -$951K -28,795 Closed
CW
93
CreativeOne Wealth
Kansas
– -$869K -26,328 Closed
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
– -$811K -24,568 Closed
DAS
95
Diversify Advisory Services
Utah
– -$816K -24,234 Closed
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
– -$535K -16,199 Closed
MWM
97
Meridian Wealth Management
Kentucky
– -$456K -13,805 Closed
CWM
98
Collaborative Wealth Management
Florida
– -$317K -9,610 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$288K -8,737 Closed
KFAS
100
Keating Financial Advisory Services
Kansas
– -$219K -6,643 Closed