We are live on ! Find out more
WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Crabel Capital Management
California
$13M
CTC
2
Central Trust Company
Missouri
$8.81M +$2.47M +74,138 +37%
SIM
3
Stratos Investment Management
Ohio
$5.71M +$483K +14,480 +9%
SEI Investments
4
SEI Investments
Pennsylvania
$4.5M -$221K -6,627 -5%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M +$331K +9,907 +8%
AWM
6
AE Wealth Management
Kansas
$3.63M -$16.6K -497 -0.4%
RJT
7
Raymond James Trust
Florida
$2.04M
LPL Financial
8
LPL Financial
California
$1.86M +$1.31M +39,324 +208%
OWM
9
Opes Wealth Management
California
$1.63M -$33.4K -1,002 -2%
HWM
10
HB Wealth Management
Georgia
$1.47M
OMC
11
Old Mission Capital
Illinois
$1.44M +$872K +26,115 +138%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.31M +$679K +20,333 +98%
Osaic Holdings
13
Osaic Holdings
Arizona
$991K +$467K +13,994 +82%
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$793K -$224K -6,725 -21%
CAN
15
Cetera Advisor Networks
California
$749K +$209K +6,268 +36%
Bank of America
16
Bank of America
North Carolina
$736K -$8.98K -269 -1%
UBS Group
17
UBS Group
Switzerland
$674K -$44.6K -1,336 -6%
Jane Street
18
Jane Street
New York
$578K +$603K +18,079 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$491K +$239K +7,164 +87%
KA
20
Klingman & Associates
New York
$429K -$41.7K -1,250 -9%
PCMF
21
Private Capital Management (Florida)
Florida
$383K
RJA
22
Raymond James & Associates
Florida
$374K
T
23
TRUADVICE
Florida
$332K -$9.38K -281 -3%
APW
24
Atlantic Private Wealth
North Carolina
$317K
GVAG
25
Great Valley Advisor Group
Delaware
$317K +$331K +9,914 New