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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
$14M -$338 -10 -0%
SEI Investments
2
SEI Investments
Pennsylvania
$5.01M +$104K +3,086 +2%
SIM
3
Stratos Investment Management
Ohio
$4.94M +$1.29M +38,108 +36%
APW
4
Atlantic Private Wealth
North Carolina
$3.41M +$335K +9,908 New
Morgan Stanley
5
Morgan Stanley
New York
$2.37M +$1.71M +50,582 +280%
OWM
6
Opes Wealth Management
California
$1.82M +$55K +1,627 +3%
HWM
7
HB Wealth Management
Georgia
$1.58M +$1.55M +45,837 New
UBS Group
8
UBS Group
Switzerland
$1.29M -$56K -1,656 -4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.29M +$920K +27,225 +265%
RJT
10
Raymond James Trust
Florida
$1.1M -$57.1K -1,689 -5%
Bank of America
11
Bank of America
North Carolina
$946K -$6.76K -200 -0.7%
CTC
12
Central Trust Company
Missouri
$583K +$384K +11,349 +205%
CSPIA
13
Cary Street Partners Investment Advisory
Virginia
$554K +$542K +16,047 New
CAN
14
Cetera Advisor Networks
California
$526K +$215K +6,356 +72%
RF
15
RHS Financial
California
$523K -$190K -5,609 -27%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$521K +$135K +3,994 +36%
KA
17
Klingman & Associates
New York
$507K
RJA
18
Raymond James & Associates
Florida
$404K -$15.1K -447 -4%
T
19
TRUADVICE
Florida
$392K +$6.29K +186 +2%
CG
20
Colony Group
Massachusetts
$366K -$24.3K -719 -6%
CSPAM
21
Cary Street Partners Asset Management
Virginia
$366K +$359K +10,617 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$356K +$304K +9,008 +692%
LWA
23
Lenox Wealth Advisors
New York
$229K -$4.97K -147 -2%
LPL Financial
24
LPL Financial
California
$203K +$198K +5,869 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$203K +$199K +5,882 New