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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Crabel Capital Management
California
$57.4M +$283 +10 +0%
LWA
2
Lenox Wealth Advisors
New York
$44.5M +$3.96M +139,956 +10%
Bank of America
3
Bank of America
North Carolina
$22.4M -$188K -6,658 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.41M -$94K -3,325 -2%
SEI Investments
5
SEI Investments
Pennsylvania
$4.39M +$171K +6,051 +4%
CWM
6
Cabot Wealth Management
Massachusetts
$4.38M +$52.6K +1,860 +1%
RF
7
RHS Financial
California
$3.38M -$202K -7,159 -6%
ML
8
McAdam LLC
Pennsylvania
$2.79M +$200K +7,071 +8%
FEG
9
Financial Enhancement Group
Indiana
$1.36M +$30.4K +1,073 +2%
SIM
10
Stratos Investment Management
Ohio
$1.12M -$23.4K -829 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.12M +$32.3K +1,143 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.01M +$15.4K +544 +2%
MIM
13
Macroview Investment Management
Maryland
$982K +$270K +9,536 +38%
DW
14
Domani Wealth
Pennsylvania
$882K +$875K +30,952 New
CG
15
Colony Group
Massachusetts
$706K +$18K +637 +3%
FAAS
16
First Allied Advisory Services
California
$671K -$31.8K -1,124 -5%
CM
17
Columbus Macro
Pennsylvania
$634K -$26.4K -933 -4%
LPL Financial
18
LPL Financial
California
$560K +$179K +6,334 +48%
IFWM
19
Institute for Wealth Management
Colorado
$549K -$62.3K -2,202 -10%
MML Investors Services
20
MML Investors Services
Massachusetts
$523K -$3.82K -135 -0.7%
HB
21
Homrich & Berg
Georgia
$505K +$502K +17,742 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$401K +$5.74K +203 +1%
FWM
23
Frontier Wealth Management
Missouri
$400K -$197K -6,950 -33%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$365K -$139K -4,915 -28%
UCFA
25
United Capital Financial Advisors
Texas
$363K