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WTPI

WisdomTree Equity Premium Income Fund
WTPI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1
Trust Point Inc
Wisconsin
$11.6M +$4.13M +122,634 +54%
CWM
2
Castle Wealth Management
Florida
$7.31M +$576K +17,107 +8%
CSP
3
Cary Street Partners
Virginia
$6.11M +$6.24M +185,334 New
GBWM
4
Granite Bay Wealth Management
New Hampshire
$5.39M +$3.13M +92,953 +132%
Raymond James Financial
5
Raymond James Financial
Florida
$4.47M +$4.57M +135,695 New
LPL Financial
6
LPL Financial
California
$4.42M +$926K +27,538 +26%
S4W
7
Solutions 4 Wealth
Texas
$3.93M +$1.95M +58,087 +95%
AC
8
Avestar Capital
New York
$3.91M -$141K -4,185 -3%
Morgan Stanley
9
Morgan Stanley
New York
$3.76M -$450K -13,378 -11%
OWM
10
Opes Wealth Management
California
$2.89M +$45.4K +1,349 +2%
CTC
11
Central Trust Company
Missouri
$2.29M +$72.5K +2,156 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.19M +$1.62M +48,283 +266%
PCMF
13
Private Capital Management (Florida)
Florida
$2.06M +$471K +13,989 +29%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.87M -$127K -3,766 -6%
SA
15
Sanctuary Advisors
Indiana
$1.64M +$1.64M +48,813 New
CAM
16
Cresset Asset Management
Illinois
$1.13M -$86K -2,555 -7%
UBS Group
17
UBS Group
Switzerland
$969K -$7.23K -215 -0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$963K +$95.6K +2,841 +11%
WWA
19
WCG Wealth Advisors
Nevada
$740K +$756K +22,458 New
DAS
20
Diversify Advisory Services
Utah
$657K +$676K +20,083 New
OC
21
Oppenheimer & Co
New York
$630K +$239K +7,102 +59%
Comerica Bank
22
Comerica Bank
Texas
$586K +$598K +17,768 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$582K +$403K +11,966 +210%
PAG
24
Private Advisor Group
New Jersey
$531K +$78.2K +2,325 +17%
Creative Planning
25
Creative Planning
Kansas
$455K +$465K +13,817 New
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