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WTPI

WisdomTree Equity Premium Income Fund
WTPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Crabel Capital Management
California
$13.5M – – –
TPI
2
Trust Point Inc
Wisconsin
$7.76M -$3.15M -95,787 -29%
AC
3
Avestar Capital
New York
$4.53M +$882K +26,818 +25%
OWM
4
Opes Wealth Management
California
$2.77M -$13.4K -407 -0.5%
CSPAM
5
Cary Street Partners Asset Management
Virginia
$2.33M +$1.78M +54,212 +349%
S4W
6
Solutions 4 Wealth
Texas
$1.95M +$1.92M +58,413 New
CTC
7
Central Trust Company
Missouri
$1.8M -$228K -6,941 -11%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$1.8M +$1.34M +40,829 +312%
Morgan Stanley
9
Morgan Stanley
New York
$1.67M +$559K +17,001 +52%
PCMF
10
Private Capital Management (Florida)
Florida
$1.63M +$7.43K +226 +0.5%
LPL Financial
11
LPL Financial
California
$1.56M +$572K +17,396 +59%
CWM
12
Castle Wealth Management
Florida
$1.53M +$860K +26,152 +133%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.51M +$32.2K +980 +2%
RJT
14
Raymond James Trust
Florida
$1.36M -$1.78M -54,045 -57%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.15M +$295K +8,967 +35%
Jane Street
16
Jane Street
New York
$1.08M +$1.07M +32,440 New
CAM
17
Cresset Asset Management
Illinois
$967K +$953K +28,980 New
RJA
18
Raymond James & Associates
Florida
$935K +$611K +18,573 +196%
UBS Group
19
UBS Group
Switzerland
$830K -$27.6K -840 -3%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$794K +$529K +16,067 +208%
OMC
21
Old Mission Capital
Illinois
$736K +$725K +22,052 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$708K +$63.5K +1,930 +10%
Osaic Holdings
23
Osaic Holdings
Arizona
$653K +$213K +6,472 +49%
PAG
24
Private Advisor Group
New Jersey
$514K +$16.3K +496 +3%
HWM
25
HB Wealth Management
Georgia
$508K -$45.8K -1,393 -8%
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