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 318 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
498
shares
|
$22,041
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
455
shares
|
$20,138
0.01% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
450
shares
|
$19,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
381
shares
|
$16,863
0.0% of portfolio
|
Q2 2025
Reduced 69.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
371
shares
|
$16,420
0.0% of portfolio
|
Q1 2025
Reduced 64.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
362
shares
|
$16,022
0.0% of portfolio
|
Q2 2025
Reduced 99.56%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
345
shares
|
$15,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
339
shares
|
$15,004
0.0% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
335
shares
|
$14,827
0.0% of portfolio
|
Q1 2025
Reduced 87.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
332
shares
|
$14,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
250
shares
|
$11,065
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
212
shares
|
$9,383
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
205
shares
|
$9,073
0.0% of portfolio
|
Q2 2025
Reduced 46.48%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$8,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$8,852
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
200
shares
|
$8,852
0.0% of portfolio
|
Q3 2024
Reduced 69.14%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
170
shares
|
$7,524
0.0% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
158
shares
|
$6,993
0.0% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$6,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
101
shares
|
$4,470
0.0% of portfolio
|
Q4 2023
Added 34.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
Reduced 90.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
100
shares
|
$4,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
78
shares
|
$3,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
45
shares
|
$1,991
0.0% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
38
shares
|
$1,681
0.0% of portfolio
|
Q4 2024
Reduced 83.04%
|