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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
15,950
shares
|
$705,947
0.09% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,527
shares
|
$687,225
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,239
shares
|
$674,478
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,963
shares
|
$662,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
14,882
shares
|
$658,677
0.54% of portfolio
|
Q2 2025
Added 33722.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
14,674
shares
|
$649,471
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
14,442
shares
|
$639,202
0.49% of portfolio
|
Q2 2025
Reduced 75.52%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,169
shares
|
$627,119
0.0% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,094
shares
|
$623,800
0.34% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
13,766
shares
|
$609,283
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
13,724
shares
|
$607,424
0.06% of portfolio
|
Q2 2025
Added 21.48%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,700
shares
|
$606,362
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,512
shares
|
$598,041
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,389
shares
|
$592,597
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
13,263
shares
|
$587,020
0.14% of portfolio
|
Q3 2022
Reduced 3.98%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,211
shares
|
$584,718
0.0% of portfolio
|
Q1 2025
Added 57.07%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
13,070
shares
|
$578,478
0.05% of portfolio
|
Q4 2024
Added 142.58%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
13,022
shares
|
$576,353
0.12% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,013
shares
|
$575,955
0.05% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
13,011
shares
|
$575,866
0.31% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,652
shares
|
$559,977
0.0% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
12,419
shares
|
$549,664
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,213
shares
|
$496,287
0.04% of portfolio
|
Q4 2024
Added 113.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,023
shares
|
$487,877
0.04% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
10,850
shares
|
$480,221
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|