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 $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
14,094
shares
|
$638,035
0.34% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
14,005
shares
|
$634,006
0.06% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
13,947
shares
|
$631,380
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
13,766
shares
|
$623,186
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
13,750
shares
|
$622,462
0.16% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,700
shares
|
$620,199
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$615,672
0.2% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
13,411
shares
|
$607,115
0.0% of portfolio
|
Q3 2024
Added 347.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,343
shares
|
$604,037
0.03% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,263
shares
|
$600,416
0.16% of portfolio
|
Q3 2022
Reduced 3.98%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,982
shares
|
$587,695
0.01% of portfolio
|
Q3 2024
Reduced 37.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,811
shares
|
$579,953
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,313
shares
|
$557,409
0.02% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
11,979
shares
|
$542,289
0.29% of portfolio
|
Q3 2024
Added 45.16%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,431
shares
|
$517,481
0.07% of portfolio
|
Q3 2024
Added 24.93%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
11,392
shares
|
$515,715
0.0% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
11,301
shares
|
$511,596
0.06% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
11,252
shares
|
$509,378
0.16% of portfolio
|
Q3 2024
Added 84.61%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
10,407
shares
|
$471,124
0.06% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
10,243
shares
|
$463,700
0.25% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
10,180
shares
|
$460,848
0.14% of portfolio
|
Q2 2024
Added 86.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,078
shares
|
$456,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,666
shares
|
$437,579
0.07% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,518
shares
|
$430,879
0.14% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,219
shares
|
$417,344
0.27% of portfolio
|
Q3 2024
Added 53.34%
|