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 343 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
70,508
shares
|
$3.07 Million
1.37% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
70,022
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
67,938
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
67,881
shares
|
$2.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
65,199
shares
|
$2.83 Million
0.89% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
63,845
shares
|
$2.78 Million
2.05% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
63,800
shares
|
$2.77 Million
0.22% of portfolio
|
Q4 2024
Added 34.51%
|
|
|
Meditor Group LTD
|
Oct 07, 2024 Q3 2024 |
60,700
shares
|
$2.64 Million
6.36% of portfolio
|
Q3 2023
Reduced 60.01%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
59,936
shares
|
$2.61 Million
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
57,101
shares
|
$2.48 Million
1.51% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
55,990
shares
|
$2.43 Million
1.76% of portfolio
|
Q4 2024
Added 90.92%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
54,576
shares
|
$2.37 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
54,467
shares
|
$2.37 Million
0.12% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
54,265
shares
|
$2.36 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
53,973
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
53,600
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
49,960
shares
|
$2.17 Million
1.02% of portfolio
|
Q4 2024
Reduced 33.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
48,707
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
47,679
shares
|
$2.07 Million
0.73% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
46,130
shares
|
$2.01 Million
1.61% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
45,947
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Added 26.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
41,204
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 159.41%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
40,083
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
38,448
shares
|
$1.67 Million
0.51% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
38,325
shares
|
$1.67 Million
0.84% of portfolio
|
Q4 2024
New holding
|