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
$12.1M
AWM
2
AE Wealth Management
Kansas
$9.26M +$6.33M +196,650 +173%
CTC
3
Central Trust Company
Missouri
$8.71M +$533K +16,558 +6%
SIM
4
Stratos Investment Management
Ohio
$6.02M +$749K +23,285 +13%
SEI Investments
5
SEI Investments
Pennsylvania
$3.79M -$433K -13,471 -10%
OMC
6
Old Mission Capital
Illinois
$2.7M +$1.47M +45,546 +101%
HWM
7
HB Wealth Management
Georgia
$1.94M +$623K +19,354 +42%
RJT
8
Raymond James Trust
Florida
$1.88M -$26.5K -823 -1%
OWM
9
Opes Wealth Management
California
$1.53M +$10.6K +330 +0.6%
GLA
10
Good Life Advisors
Pennsylvania
$1.38M +$1.48M +46,139 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.3M +$86.6K +2,692 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$975K +$557K +17,319 +113%
Osaic Holdings
13
Osaic Holdings
Arizona
$930K +$7.4K +230 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$788K -$3.47M -107,791 -80%
CAN
15
Cetera Advisor Networks
California
$725K +$27.1K +843 +4%
Bank of America
16
Bank of America
North Carolina
$616K -$76.3K -2,371 -10%
UBS Group
17
UBS Group
Switzerland
$511K -$127K -3,961 -19%
LPL Financial
18
LPL Financial
California
$505K -$1.33M -41,299 -71%
KA
19
Klingman & Associates
New York
$401K
PCMF
20
Private Capital Management (Florida)
Florida
$379K +$22.8K +710 +6%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$353K -$418K -12,991 -52%
RJA
22
Raymond James & Associates
Florida
$349K
GVAG
23
Great Valley Advisor Group
Delaware
$307K +$12.6K +392 +4%
APW
24
Atlantic Private Wealth
North Carolina
$295K
T
25
TRUADVICE
Florida
$293K -$13.3K -412 -4%