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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
60,216
shares
|
$2.74 Million
0.04% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59,569
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Added 12284.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
59,490
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
59,079
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
55,960
shares
|
$2.55 Million
0.13% of portfolio
|
Q2 2025
Added 43.58%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
55,423
shares
|
$2.52 Million
2.3% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
53,600
shares
|
$2.44 Million
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
51,595
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
50,267
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
49,712
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Added 271.29%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
48,674
shares
|
$2.22 Million
0.77% of portfolio
|
Q3 2025
Added 100.72%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
47,487
shares
|
$2.16 Million
0.7% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
47,376
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
44,468
shares
|
$2.02 Million
1.65% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
43,463
shares
|
$1.98 Million
0.53% of portfolio
|
Q2 2025
Added 126.78%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
43,292
shares
|
$1.97 Million
0.85% of portfolio
|
Q2 2025
Reduced 43.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,159
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
41,602
shares
|
$1.89 Million
0.4% of portfolio
|
Q3 2025
Reduced 85.96%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
41,259
shares
|
$1.88 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
40,419
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,177
shares
|
$1.83 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
38,570
shares
|
$1.76 Million
1.32% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
37,391
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
36,706
shares
|
$1.67 Million
0.43% of portfolio
|
Q3 2025
Reduced 46.0%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
36,353
shares
|
$1.66 Million
0.47% of portfolio
|
Q3 2024
Added 61.4%
|