Institutional Ownership Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI). We have compiled data on the 321 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,904
shares
|
$223,279
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,875
shares
|
$221,958
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,853
shares
|
$220,957
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,735
shares
|
$215,584
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,593
shares
|
$209,119
0.02% of portfolio
|
Q2 2025
Reduced 26.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,581
shares
|
$208,572
0.01% of portfolio
|
Q2 2025
Reduced 87.56%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,534
shares
|
$206,433
0.07% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
4,500
shares
|
$204,885
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$204,885
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,475
shares
|
$203,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,377
shares
|
$199,284
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,230
shares
|
$192,591
0.05% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,100
shares
|
$186,673
0.0% of portfolio
|
Q3 2022
Reduced 19.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,100
shares
|
$186,673
0.0% of portfolio
|
Q3 2022
Reduced 19.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,909
shares
|
$177,976
0.01% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,722
shares
|
$169,462
0.0% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$168,461
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
3,200
shares
|
$145,696
0.02% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$136,590
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,725
shares
|
$124,069
0.07% of portfolio
|
Q2 2025
Added 81.67%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,665
shares
|
$121,337
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,597
shares
|
$118,241
0.0% of portfolio
|
Q3 2025
Added 1198.5%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,500
shares
|
$113,825
0.0% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,343
shares
|
$106,676
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,343
shares
|
$106,676
0.0% of portfolio
|
Q2 2024
New holding
|