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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
65,987
shares
|
$2.92 Million
1.23% of portfolio
|
Q2 2025
Added 92.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
64,246
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
63,937
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.03%
|
|
|
Meditor Group LTD
|
Oct 07, 2024 Q3 2024 |
60,700
shares
|
$2.69 Million
6.36% of portfolio
|
Q3 2023
Reduced 60.01%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
60,256
shares
|
$2.67 Million
1.48% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
60,216
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59,569
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 12284.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
59,490
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
59,079
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
55,960
shares
|
$2.48 Million
0.13% of portfolio
|
Q2 2025
Added 43.58%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
55,423
shares
|
$2.45 Million
2.3% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
53,600
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
51,882
shares
|
$2.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
51,595
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
50,267
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
47,487
shares
|
$2.1 Million
0.7% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
47,376
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
45,421
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 76.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
43,463
shares
|
$1.92 Million
0.53% of portfolio
|
Q2 2025
Added 126.78%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
43,292
shares
|
$1.92 Million
0.85% of portfolio
|
Q2 2025
Reduced 43.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,159
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
41,259
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
40,896
shares
|
$1.81 Million
1.7% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
40,419
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,177
shares
|
$1.78 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.41%
|