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 320 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
22,000
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
22,000
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,598
shares
|
$999,123
0.05% of portfolio
|
Q1 2025
Added 313.04%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,376
shares
|
$988,853
0.03% of portfolio
|
Q1 2025
Added 113.21%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
21,309
shares
|
$985,754
0.01% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
21,000
shares
|
$971,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
20,924
shares
|
$967,944
0.39% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
20,565
shares
|
$951,336
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,230
shares
|
$935,839
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
20,068
shares
|
$928,345
0.03% of portfolio
|
Q1 2025
Reduced 84.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
19,165
shares
|
$886,572
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
19,115
shares
|
$884,259
0.34% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
18,772
shares
|
$868,392
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
18,430
shares
|
$852,571
0.33% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
18,264
shares
|
$844,892
0.44% of portfolio
|
Q1 2025
Reduced 58.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,212
shares
|
$842,487
0.0% of portfolio
|
Q1 2025
Reduced 47.82%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
17,757
shares
|
$821,438
0.0% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
17,750
shares
|
$821,115
0.1% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
17,263
shares
|
$798,586
0.0% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
17,263
shares
|
$798,586
0.31% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
15,591
shares
|
$721,239
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
15,311
shares
|
$708,286
0.02% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
15,272
shares
|
$706,482
0.2% of portfolio
|
Q1 2025
Added 65.41%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,085
shares
|
$697,832
0.0% of portfolio
|
Q1 2025
Reduced 29.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,822
shares
|
$685,665
0.01% of portfolio
|
Q1 2025
Reduced 17.28%
|