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 |
|---|---|---|---|---|---|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
10,150
shares
|
$462,129
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,139
shares
|
$461,628
0.01% of portfolio
|
Q2 2025
Added 46.16%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,130
shares
|
$461,218
0.02% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
10,000
shares
|
$455,300
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,905
shares
|
$450,974
0.02% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
9,791
shares
|
$445,784
0.09% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,566
shares
|
$435,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
9,424
shares
|
$429,074
0.04% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
9,315
shares
|
$424,111
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
9,052
shares
|
$412,137
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$409,770
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,981
shares
|
$408,904
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,923
shares
|
$406,264
0.0% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,855
shares
|
$403,168
0.12% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
8,848
shares
|
$402,849
0.11% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
8,841
shares
|
$402,530
0.21% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
8,836
shares
|
$402,303
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,825
shares
|
$401,802
0.02% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
8,560
shares
|
$389,736
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
8,555
shares
|
$389,509
0.05% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,500
shares
|
$387,005
0.04% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
8,137
shares
|
$370,477
0.17% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
8,127
shares
|
$370,022
0.03% of portfolio
|
Q2 2025
Added 20.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
8,104
shares
|
$368,975
0.02% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
8,085
shares
|
$368,110
0.21% of portfolio
|
Q2 2025
Reduced 1.34%
|