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WTPI

WisdomTree Equity Premium Income Fund
WTPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Crabel Capital Management
California
$51.3M -$138K -4,860 -0.2%
LWA
2
Lenox Wealth Advisors
New York
$33.8M +$37.8M +1,326,446 New
Bank of America
3
Bank of America
North Carolina
$21.3M -$1.62M -56,986 -6%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$16.9M +$18.9M +664,600 New
AWA
5
Arete Wealth Advisors
Illinois
$9.68M +$3.66M +128,351 +51%
Morgan Stanley
6
Morgan Stanley
New York
$5.67M -$964K -33,835 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.18M -$110K -3,870 -2%
RF
8
RHS Financial
California
$3.72M +$4.16M +146,210 New
CWM
9
Cabot Wealth Management
Massachusetts
$3.43M -$976K -34,273 -20%
SWA
10
SFMG Wealth Advisors
Texas
$3.38M -$6.72K -236 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.36M +$3.47M +121,713 +1,180%
SAM
12
Stringer Asset Management
Tennessee
$3.15M -$68.4K -2,401 -2%
RJA
13
Raymond James & Associates
Florida
$2.93M -$281K -9,854 -8%
Jane Street
14
Jane Street
New York
$2.48M -$191K -6,695 -6%
IDA
15
Intelligence Driven Advisers
California
$2.35M +$2.63M +92,504 New
SEI Investments
16
SEI Investments
Pennsylvania
$2.34M +$711K +24,963 +37%
LPL Financial
17
LPL Financial
California
$1.84M -$11.3K -396 -0.5%
ML
18
McAdam LLC
Pennsylvania
$1.68M +$1.88M +66,136 New
FEG
19
Financial Enhancement Group
Indiana
$1.62M – – –
IFWM
20
Institute for Wealth Management
Colorado
$1.41M -$878K -30,844 -36%
FWM
21
Frontier Wealth Management
Missouri
$1.19M -$514K -18,047 -28%
TI
22
Tidal Investments
Wisconsin
$934K +$1.05M +36,710 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$887K +$21.9K +768 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$748K -$139K -4,868 -14%
FAAS
25
First Allied Advisory Services
California
$727K +$817K +28,673 New
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