WISDOMTREE TR EQUITY PREMIUM is a security (CUSIP 97717X560) tracked across SEC portfolio filings. 88 institutional managers reported $243.7M on Form 13F as of 2026-06-30.
Showing 15 of 88 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $53.1M | 1,665,333 |
| Granite Bay Wealth Management, LLC | PORTSMOUTH, NH | $38.4M | 1,203,749 |
| MORGAN STANLEY | NEW YORK, NY | $21.5M | 673,104 |
| CARY STREET PARTNERS FINANCIAL LLC | RICHMOND, VA | $11.7M | 356,743 |
| CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH, FL | $9.3M | 284,265 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $7.9M | 242,352 |
| Solutions 4 Wealth, Ltd | SOUTHLAKE, TX | $7.9M | 240,518 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $7.7M | 242,710 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $6.0M | 187,979 |
| Compass Financial Services Inc | WEST DES MOINES, IA | $5.7M | 175,132 |
| CENTRAL TRUST Co | JEFFERSON CITY, MO | $5.7M | 174,550 |
| Alpine Bank Wealth Management | GRAND JUNCTION, CO | $5.3M | 165,323 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $5.2M | 157,334 |
| US BANCORP \DE\ | MINNEAPOLIS, MN | $3.7M | 116,111 |
| Opes Wealth Management LLC | MENLO PARK, CA | $3.7M | 115,731 |