We are live on ! Find out more
WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Crabel Capital Management
California
$54.3M -$30.2K -1,143 -0.1%
LWA
2
Lenox Wealth Advisors
New York
$37.4M +$1.62M +61,295 +5%
Bank of America
3
Bank of America
North Carolina
$22.7M +$168K +6,359 +0.8%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$17.9M +$4.75K +180 +0%
RF
5
RHS Financial
California
$4.19M +$247K +9,356 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.06M -$351K -13,316 -8%
CWM
7
Cabot Wealth Management
Massachusetts
$3.93M +$298K +11,290 +8%
SWA
8
SFMG Wealth Advisors
Texas
$3.52M -$53.7K -2,034 -2%
SEI Investments
9
SEI Investments
Pennsylvania
$3.36M +$870K +32,944 +36%
IDA
10
Intelligence Driven Advisers
California
$3.18M +$672K +25,462 +28%
Morgan Stanley
11
Morgan Stanley
New York
$2.79M -$3.14M -119,014 -53%
ML
12
McAdam LLC
Pennsylvania
$2.02M +$230K +8,712 +13%
FWM
13
Frontier Wealth Management
Missouri
$1.6M +$337K +12,765 +27%
FEG
14
Financial Enhancement Group
Indiana
$1.35M -$70.4K -2,668 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.07M -$2.43M -92,124 -70%
AssetMark Inc
16
AssetMark Inc
California
$1.07M +$1.05M +39,604 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$986K +$967K +36,649 New
LPL Financial
18
LPL Financial
California
$812K -$1.11M -41,984 -58%
IFWM
19
Institute for Wealth Management
Colorado
$799K -$679K -25,717 -46%
FAAS
20
First Allied Advisory Services
California
$742K -$33.1K -1,254 -4%
MIM
21
Macroview Investment Management
Maryland
$702K +$377K +14,273 +121%
CM
22
Columbus Macro
Pennsylvania
$670K -$40.4K -1,529 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$606K -$146K -5,549 -20%
MML Investors Services
24
MML Investors Services
Massachusetts
$468K +$26.3K +997 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$436K -$348K -13,194 -45%