# WISDOMTREE TR EQUITY PREMIUM

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: EQUITY PREMIUM
- CUSIP: 97717X560
- 13F holders: 88
- 13F value: $243.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 88 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/118364) | BOYNTON BEACH, FL | $9.3M | 284,265 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $7.9M | 242,352 |
| [Solutions 4 Wealth, Ltd](https://search.stillhousedata.com/firm/143248) | SOUTHLAKE, TX | $7.9M | 240,518 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $7.7M | 242,710 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $6.0M | 187,979 |
| [Compass Financial Services Inc](https://search.stillhousedata.com/firm/109441) | 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](https://search.stillhousedata.com/firm/299704) | MENLO PARK, CA | $3.7M | 115,731 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717X560.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.