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 345 institutions that hold shares in the stock, with a total of 47.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$229,250
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
4,900
shares
|
$224,665
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,900
shares
|
$224,665
0.02% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
4,760
shares
|
$218,246
0.01% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$216,641
0.0% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,661
shares
|
$213,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,475
shares
|
$205,178
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,464
shares
|
$204,674
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
4,435
shares
|
$203,344
0.06% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,386
shares
|
$201,098
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
4,238
shares
|
$194,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
4,100
shares
|
$187,985
0.0% of portfolio
|
Q3 2022
Reduced 19.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,100
shares
|
$187,985
0.0% of portfolio
|
Q3 2022
Reduced 19.61%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,023
shares
|
$184,454
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
4,000
shares
|
$183,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$183,400
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$183,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,518
shares
|
$161,300
0.06% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$149,012
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,199
shares
|
$146,674
0.0% of portfolio
|
Q3 2024
Reduced 34.24%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$137,550
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,934
shares
|
$134,523
0.01% of portfolio
|
Q2 2024
Added 298.64%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
2,665
shares
|
$122,190
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,536
shares
|
$116,275
0.01% of portfolio
|
Q3 2024
Reduced 25.98%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,505
shares
|
$114,854
0.01% of portfolio
|
Q1 2024
Reduced 54.19%
|