WISDOMTREE EQUITY PREMIUM INCOME FUND - WTPI
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| G&S Capital LLC | 8,055 | 73,729 | +65,674 | 0.14 | 1.08 | +0.94 | buy |
| Winthrop Advisory Group LLC | 294,509 | 356,925 | +62,416 | 2.11 | 2.30 | +0.18 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 33,984 | 95,620 | +61,636 | 0.28 | 0.63 | +0.36 | buy |
| Sound Income Strategies, LLC | 203,050 | 237,599 | +34,549 | 0.53 | 0.70 | +0.17 | buy |
| Millburn Ridgefield LLC /DE/ | 587,752 | 617,149 | +29,397 | 0.52 | 0.50 | -0.02 | buy |
| Stewardship Advisors, LLC | 282,078 | 291,438 | +9,360 | 2.57 | 2.47 | -0.10 | buy |
| CAPITAL WEALTH MANAGEMENT, LLC | 442,405 | 451,633 | +9,228 | 5.76 | 5.69 | -0.08 | buy |
| RVW Wealth, LLC | 1,065,641 | 1,073,242 | +7,601 | 4.44 | 4.67 | +0.23 | buy |
| Investors Research Corp | 81,745 | 88,578 | +6,833 | 0.78 | 0.85 | +0.08 | buy |
| Elmwood Wealth Management, Inc. | 142,056 | 146,261 | +4,205 | 1.09 | 1.05 | -0.04 | buy |
| Old Port Advisors | 91,990 | 94,200 | +2,210 | 1.06 | 1.00 | -0.05 | buy |
| Cooper Financial Group | 78,851 | 80,902 | +2,051 | 0.43 | 0.36 | -0.07 | buy |
| Graves Light Lenhart Wealth, Inc. | 61,513 | 62,709 | +1,196 | 0.57 | 0.56 | -0.01 | buy |
| Oxinas Partners Wealth Management LLC | 25,437 | 26,288 | +851 | 0.47 | 0.44 | -0.03 | buy |
| Insight Wealth Strategies, LLC | 9,244 | 9,714 | +470 | 0.03 | 0.03 | -0.00 | buy |
| GREENLEAF TRUST | 71,389 | 71,594 | +205 | 0.04 | 0.04 | -0.00 | buy |
| Congress Park Capital LLC | 10,540 | 10,740 | +200 | 0.13 | 0.12 | -0.01 | buy |
| Independence Bank of Kentucky | 65,069 | 65,149 | +80 | 0.43 | 0.41 | -0.02 | buy |
| Maltin Wealth Management, Inc. | 3,964 | 4,001 | +37 | 0.17 | 0.15 | -0.01 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 3,593 | 3,595 | +2 | 0.04 | 0.03 | -0.00 | buy |
| Pflug Koory, LLC | 68 | 69 | +1 | 0.00 | 0.00 | -0.00 | buy |
| Ifrah Financial Services, Inc. | 6,366 | 6,343 | -23 | 0.08 | 0.08 | +0.00 | sell |
| Lantz Financial LLC | 43,497 | 43,424 | -73 | 0.79 | 0.76 | -0.03 | sell |
| HOWARD WEALTH MANAGEMENT, LLC | 4,455 | 4,317 | -138 | 0.13 | 0.12 | -0.01 | sell |
| HHM Wealth Advisors, LLC | 3,240 | 3,101 | -139 | 0.03 | 0.03 | -0.00 | sell |
| Certified Advisory Corp | 32,081 | 31,918 | -163 | 0.25 | 0.24 | -0.01 | sell |
| SHEETS SMITH WEALTH MANAGEMENT | 32,403 | 32,235 | -168 | 0.18 | 0.17 | -0.01 | sell |
| Old Port Advisors | 29,086 | 28,911 | -175 | 0.24 | 0.22 | -0.02 | sell |
| Boothe Investment Group, Inc. | 446,382 | 446,055 | -327 | 7.51 | 8.01 | +0.50 | sell |
| Independence Bank of Kentucky | 2,415 | 2,080 | -335 | 0.02 | 0.02 | -0.00 | sell |
| Oxinas Partners Wealth Management LLC | 8,040 | 7,340 | -700 | 0.40 | 0.33 | -0.07 | sell |
| Balefire, LLC | 10,824 | 9,792 | -1,032 | 0.32 | 0.28 | -0.05 | sell |
| Cypress Capital, LLC | 113,716 | 110,661 | -3,055 | 1.63 | 1.51 | -0.12 | sell |
| Selective Wealth Management, Inc. | 210,060 | 206,798 | -3,262 | 1.70 | 1.89 | +0.19 | sell |
| 180 WEALTH ADVISORS, LLC | 57,080 | 51,844 | -5,236 | 0.23 | 0.21 | -0.02 | sell |
| Magnus Financial Group LLC | 19,503 | 14,166 | -5,337 | 0.08 | 0.05 | -0.03 | sell |
| Cooper Financial Group | 28,151 | 22,705 | -5,446 | 0.27 | 0.19 | -0.08 | sell |
| Elmwood Wealth Management, Inc. | 155,364 | 114,744 | -40,620 | 2.16 | 1.45 | -0.72 | sell |
| Vigilare Wealth Management | 234,750 | 89,201 | -145,549 | 3.99 | 1.38 | -2.62 | sell |