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WTPI

WisdomTree Equity Premium Income Fund
WTPI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1
Lenox Wealth Advisors
New York
$36.2M +$1.19M +44,550 +3%
Bank of America
2
Bank of America
North Carolina
$19.3M +$1.93M +72,137 +9%
CCM
3
Crabel Capital Management
California
$9.13M -$43M -1,610,000 -80%
CWM
4
Cabot Wealth Management
Massachusetts
$3.41M -$56.2K -2,106 -1%
SEI Investments
5
SEI Investments
Pennsylvania
$3.06M -$475K -17,790 -12%
ML
6
McAdam LLC
Pennsylvania
$2.45M +$288K +10,797 +11%
RF
7
RHS Financial
California
$2.31M -$425K -15,912 -13%
UBS Group
8
UBS Group
Switzerland
$1.76M +$2.04M +76,277 +4,271%
SIM
9
Stratos Investment Management
Ohio
$1.23M +$407K +15,241 +39%
Morgan Stanley
10
Morgan Stanley
New York
$1.03M +$176K +6,580 +17%
Jane Street
11
Jane Street
New York
$1.01M +$1.19M +44,729 New
FEG
12
Financial Enhancement Group
Indiana
$959K -$137K -5,116 -11%
DW
13
Domani Wealth
Pennsylvania
$943K +$292K +10,928 +35%
CG
14
Colony Group
Massachusetts
$582K +$28.2K +1,056 +4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$550K +$310K +11,597 +90%
IFWM
16
Institute for Wealth Management
Colorado
$407K -$32.3K -1,209 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$402K -$474K -17,737 -50%
LPL Financial
18
LPL Financial
California
$402K -$47.9K -1,795 -9%
HB
19
Homrich & Berg
Georgia
$396K -$3.71K -139 -0.8%
MML Investors Services
20
MML Investors Services
Massachusetts
$381K -$38.3K -1,435 -8%
MIM
21
Macroview Investment Management
Maryland
$380K -$470K -17,587 -51%
TI
22
Tidal Investments
Wisconsin
$317K +$40.6K +1,520 +12%
UCFA
23
United Capital Financial Advisors
Texas
$287K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$165K +$190K +7,114 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$85K -$4.03M -151,016 -98%
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