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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,359
shares
|
$406,929
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
9,231
shares
|
$401,363
0.0% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
9,207
shares
|
$400,320
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
9,102
shares
|
$395,754
0.03% of portfolio
|
Q4 2023
Reduced 0.16%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
9,000
shares
|
$391,320
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,981
shares
|
$390,493
0.0% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,971
shares
|
$390,059
0.04% of portfolio
|
Q4 2024
Added 37.15%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
8,910
shares
|
$387,406
0.0% of portfolio
|
Q4 2024
Reduced 97.12%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
8,898
shares
|
$386,885
0.12% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
8,841
shares
|
$384,406
0.21% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,560
shares
|
$372,188
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
8,414
shares
|
$365,840
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,411
shares
|
$365,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
8,265
shares
|
$359,362
0.24% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,183
shares
|
$355,796
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,117
shares
|
$352,927
0.02% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,900
shares
|
$343,492
0.0% of portfolio
|
Q4 2022
Reduced 2.09%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,855
shares
|
$341,535
0.03% of portfolio
|
Q1 2025
Reduced 42.48%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
7,786
shares
|
$338,535
0.17% of portfolio
|
Q4 2024
Reduced 48.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,783
shares
|
$338,404
0.07% of portfolio
|
Q2 2022
Reduced 2.44%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
7,434
shares
|
$323,230
0.01% of portfolio
|
Q1 2024
Added 45.97%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
7,337
shares
|
$319,012
0.15% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,250
shares
|
$315,230
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,082
shares
|
$307,925
0.0% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,920
shares
|
$300,881
0.0% of portfolio
|
Q4 2024
Reduced 31.34%
|