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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
$12.9M +$308 +10 +0%
SEI Investments
2
SEI Investments
Pennsylvania
$4.09M +$337K +10,942 +9%
SIM
3
Stratos Investment Management
Ohio
$2.29M +$429K +13,895 +24%
OWM
4
Opes Wealth Management
California
$1.56M +$116K +3,764 +8%
UBS Group
5
UBS Group
Switzerland
$1.47M +$758K +24,580 +114%
HB
6
Homrich & Berg
Georgia
$1.46M
T
7
TRUADVICE
Florida
$1.31M +$94.4K +3,061 +8%
RF
8
RHS Financial
California
$1.1M -$457K -14,818 -30%
RJT
9
Raymond James Trust
Florida
$1.08M +$756K +24,518 +255%
Bank of America
10
Bank of America
North Carolina
$919K -$560K -18,171 -39%
OMC
11
Old Mission Capital
Illinois
$672K -$265K -8,583 -29%
AWM
12
AE Wealth Management
Kansas
$492K +$477K +15,480 New
KA
13
Klingman & Associates
New York
$466K -$50.3K -1,631 -10%
RJA
14
Raymond James & Associates
Florida
$446K -$162K -5,250 -27%
CG
15
Colony Group
Massachusetts
$361K -$43.9K -1,424 -11%
Morgan Stanley
16
Morgan Stanley
New York
$349K +$98.8K +3,204 +41%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$348K -$13.8K -447 -4%
LWA
18
Lenox Wealth Advisors
New York
$288K -$49.5M -1,604,029 -99%
HWMA
19
Heritage Wealth Management (Arizona)
Arizona
$237K +$231K +7,478 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$221K -$648K -21,008 -75%
CTC
21
Central Trust Company
Missouri
$173K +$19K +615 +13%
Osaic Holdings
22
Osaic Holdings
Arizona
$113K -$3.95K -128 -3%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K
MIM
24
Macroview Investment Management
Maryland
$95K
JP Morgan Chase
25
JP Morgan Chase
New York
$54K