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WTPI

WisdomTree Equity Premium Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
1
Cary Street Partners
Virginia
$32.1M +$27.7M +846,833 +457%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M +$5.97M +182,312 +160%
TPI
3
Trust Point Inc
Wisconsin
$8.87M -$2.19M -66,965 -19%
CWM
4
Castle Wealth Management
Florida
$7.32M +$436K +13,323 +6%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$5.39M +$317K +9,683 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$5.2M +$1.02M +31,188 +23%
S4W
7
Solutions 4 Wealth
Texas
$4.82M +$1.17M +35,739 +30%
LPL Financial
8
LPL Financial
California
$4.59M +$435K +13,269 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.39M +$2.77M +84,453 +149%
OWM
10
Opes Wealth Management
California
$3.16M +$455K +13,897 +16%
AC
11
Avestar Capital
New York
$3.14M -$583K -17,802 -15%
PCMF
12
Private Capital Management (Florida)
Florida
$2.72M +$813K +24,821 +40%
CTC
13
Central Trust Company
Missouri
$2.71M +$576K +17,589 +25%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.12M +$58.6K +1,788 +3%
SA
15
Sanctuary Advisors
Indiana
$1.57M +$47.5K +1,450 +3%
UBS Group
16
UBS Group
Switzerland
$1.49M +$603K +18,426 +63%
WWA
17
WCG Wealth Advisors
Nevada
$1.18M +$503K +15,368 +68%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.12M +$225K +6,878 +24%
CAM
19
Cresset Asset Management
Illinois
$1.07M +$5.01K +153 +0.4%
Jane Street
20
Jane Street
New York
$800K +$841K +25,676 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$778K +$609K +18,585 +291%
DAS
22
Diversify Advisory Services
Utah
$712K +$101K +3,098 +15%
VWA
23
Visionary Wealth Advisors
Illinois
$708K +$745K +22,747 New
AWA
24
Arkadios Wealth Advisors
Georgia
$588K +$182K +5,559 +42%
PAG
25
Private Advisor Group
New Jersey
$585K +$88.3K +2,697 +17%