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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
$13.5M
TPI
2
Trust Point Inc
Wisconsin
$10.9M +$145K +4,452 +1%
SIM
3
Stratos Investment Management
Ohio
$10.7M +$1M +30,764 +11%
AC
4
Avestar Capital
New York
$3.63M -$358K -10,995 -9%
RJT
5
Raymond James Trust
Florida
$3.15M -$6.12K -188 -0.2%
OWM
6
Opes Wealth Management
California
$2.78M +$76.5K +2,349 +3%
CTC
7
Central Trust Company
Missouri
$2.03M -$58K -1,780 -3%
PCMF
8
Private Capital Management (Florida)
Florida
$1.61M +$471K +14,452 +42%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.47M +$1.44M +44,178 New
CAN
10
Cetera Advisor Networks
California
$1.45M +$30K +921 +2%
Morgan Stanley
11
Morgan Stanley
New York
$1.1M +$693K +21,268 +182%
LPL Financial
12
LPL Financial
California
$975K +$529K +16,247 +125%
UBS Group
13
UBS Group
Switzerland
$856K +$83.2K +2,554 +11%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$847K -$601K -18,461 -42%
CWM
15
Castle Wealth Management
Florida
$654K +$640K +19,644 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$643K -$3.01M -92,448 -83%
KIA
17
KLR Investment Advisors
Rhode Island
$577K -$87.2K -2,678 -13%
HWM
18
HB Wealth Management
Georgia
$553K -$60.5K -1,858 -10%
Bank of America
19
Bank of America
North Carolina
$539K -$57.7K -1,772 -10%
CSPAM
20
Cary Street Partners Asset Management
Virginia
$518K +$77.5K +2,378 +18%
PAG
21
Private Advisor Group
New Jersey
$496K -$396K -12,151 -45%
KA
22
Klingman & Associates
New York
$447K
Osaic Holdings
23
Osaic Holdings
Arizona
$436K -$99.2K -3,046 -19%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$436K +$10.9K +335 +3%
PA
25
Pineridge Advisors
Missouri
$356K +$30K +922 +9%