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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
$14.2M
CTC
2
Central Trust Company
Missouri
$7.07M +$6.27M +184,539 +1,093%
SIM
3
Stratos Investment Management
Ohio
$5.76M +$714K +21,009 +15%
SEI Investments
4
SEI Investments
Pennsylvania
$5.15M +$52K +1,530 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.42M +$384K +11,299 +198%
Morgan Stanley
6
Morgan Stanley
New York
$4.36M +$1.89M +55,622 +81%
AWM
7
AE Wealth Management
Kansas
$4.01M +$3.88M +114,219 New
RJT
8
Raymond James Trust
Florida
$2.24M +$1.09M +32,042 +101%
OWM
9
Opes Wealth Management
California
$1.83M -$25.8K -759 -1%
HWM
10
HB Wealth Management
Georgia
$1.61M
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$1.11M +$527K +15,500 +97%
Bank of America
12
Bank of America
North Carolina
$818K -$140K -4,115 -15%
UBS Group
13
UBS Group
Switzerland
$788K -$513K -15,090 -40%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$728K -$569K -16,748 -45%
OMC
15
Old Mission Capital
Illinois
$667K +$645K +18,986 New
LPL Financial
16
LPL Financial
California
$664K +$443K +13,040 +222%
CAN
17
Cetera Advisor Networks
California
$603K +$66.1K +1,946 +13%
KA
18
Klingman & Associates
New York
$516K
RF
19
RHS Financial
California
$511K -$20.2K -595 -4%
PCMF
20
Private Capital Management (Florida)
Florida
$421K +$408K +12,000 New
RJA
21
Raymond James & Associates
Florida
$411K
T
22
TRUADVICE
Florida
$350K -$41K -1,206 -10%
APW
23
Atlantic Private Wealth
North Carolina
$348K
CG
24
Colony Group
Massachusetts
$336K -$35.1K -1,034 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$288K -$234K -6,875 -46%