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Get Institutions for : 
WisdomTree India Earnings (EPI)  
$43.56 0.40 (0.93%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 213    34
Total shares held : 
22,767,731  
% of shares held : 
82.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  75  
Amount of shares held : 
6,009,051  
% of shares held change : 
  21.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$36.70  
Last Quarter's Ending Price : 
$41.00  
Last Quarter's Average Price
$37.90  
Change from last quarter's     
avg. price to the last closing  : 
5.66 (14.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 982,934
 4.32%
 
Increased Positions :
81
 6,598,855
 28.98%
 
Unchanged Positions :
50
 2,620,709
 11.51%
 
Decreased Positions :
40
-954,157
-4.19%
 
Closed Positions :
8
-618,581
-2.72%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1212 - 2023-12-31 2,245,229 $92,054,000 332,688
   DRIEHAUS CAPITAL MANAGEMENT LLC 17 - 2023-12-31 1,927,795 $79,040,000 0
   BLACKROCK INC. 2276 - 2023-12-31 1,588,185 $65,116,000 52,697
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 99 - 2023-12-31 1,495,425 $61,312,000 1,495,414
   MEITAV DASH INVESTMENTS LTD 36 - 2023-12-31 1,387,592 $56,857,000 983,112
   WELLINGTON MANAGEMENT CO LLP 678 - 2023-12-31 1,377,687 $56,485,000 -57,111
   Miracle Mile Advisors LLC - 2023-12-31 1,010,778 $41,442,000 412,867
   LPL FINANCIAL CORP 657 - 2023-12-31 801,545 $32,863,000 267,111
   THRIVENT FINANCIAL FOR LUTHERANS 342 - 2023-12-31 701,298 $28,753,000 480,454
   UBS Group AG 1030 - 2023-12-31 568,580 $23,312,000 212,750
   NEW VERNON CAPITAL HOLDINGS II LLC 3 - 2023-12-31 518,885 $21,274,000 307,732
   BANK OF AMERICA CORP /DE/ 1847 - 2023-12-31 456,748 $18,727,000 205,703
   WELLS FARGO & CO/MN 1143 - 2023-12-31 433,478 $17,773,000 98,118
   Wright Fund Managment LLC - 2023-12-31 403,801 $16,556,000 299,492
   CATALYST CAPITAL ADVISORS LLC 31 - 2023-12-31 384,523 $15,765,000 -53,793
   Millburn Ridgefield Corp 28 - 2023-12-31 384,523 $15,765,000 -53,793
   HIGHTOWER ADVISORS, LLC 554 - 2023-12-31 362,032 $14,822,000 -21,052
   AMERIPRISE FINANCIAL INC 1478 - 2023-12-31 340,664 $13,948,000 119,505
   RENAISSANCE TECHNOLOGIES LLC 795 - 2023-12-31 334,400 $13,710,000 229,200
   ROYAL BANK OF CANADA 1364 - 2023-12-31 286,211 $11,735,000 81,715
   CULLEN CAPITAL MANAGEMENT LLC 75 *New 2023-12-31 243,786 $9,995,000 243,786
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 406 - 2023-12-31 239,159 $9,806,000 111,048
   RANDOLPH CO INC - 2023-12-31 214,688 $8,802,000 -97
   Black Swift Group LLC - 2023-12-31 213,798 $8,766,000 -53,726
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 623 - 2023-12-31 213,120 $8,738,000 21,759
   Advisor Group Holdings Inc. 966 - 2023-12-31 179,161 $7,346,000 149,681
   J P MORGAN CHASE & CO 2230 - 2023-12-31 175,867 $7,211,000 41,154
   CITIGROUP INC 952 - 2023-12-31 173,963 $7,132,000 90,026
   Whitaker-Myers Wealth Managers LTD. 9 - 2023-12-31 160,236 $6,570,000 22,047
   Venture Visionary Partners LLC 80 *New 2023-12-31 149,309 $6,122,000 149,309
   Carmel Capital Management L.L.C. - 2023-12-31 128,105 $5,252,000 36,450
   Yahav Achim Ve Achayot - Provident Funds Managemen 6 - 2023-12-31 122,499 $5,018,000 0
   OLD MISSION CAPITAL LLC 139 - 2023-12-31 116,417 $4,773,000 116,417
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 773 - 2023-12-31 112,242 $4,602,000 -163,034
   RAYMOND JAMES & ASSOCIATES 1593 - 2023-12-31 111,399 $4,567,000 35,775
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1167 - 2023-12-31 102,057 $4,184,000 12,721
   THEORY FINANCIAL LLC 22 *New 2023-12-31 97,187 $3,985,000 97,187
   Strategic Wealth Designers 47 - 2023-12-31 95,889 $3,931,000 -4,147
   MONECO Advisors LLC 29 *New 2023-12-31 93,043 $3,815,000 93,043
   MML INVESTORS SERVICES LLC 746 *New 2023-12-31 86,219 $3,535,000 86,219
   Equitable Holdings Inc. 288 - 2023-12-31 80,599 $3,305,000 24,247
   Leibman Financial Services Inc. 15 - 2023-12-31 77,773 $3,189,000 0
   Baird Financial Group Inc. 817 - 2023-12-31 72,772 $2,984,000 29,472
   AMUNDI 1043 - 2023-12-31 72,500 $2,984,000 -97,200
   ENVESTNET ASSET MANAGEMENT INC 2240 - 2023-12-31 68,915 $2,826,000 49,381
   HSBC HOLDINGS PLC 1082 - 2023-12-31 66,684 $2,737,000 18,429
   Private Advisor Group LLC 648 - 2023-12-31 65,788 $2,698,000 -40,463
   ING GROEP NV 372 - 2023-12-31 65,400 $2,681,000 0
   CITADEL ADVISORS LLC 2107 - 2023-12-31 63,598 $2,608,000 63,598
   GSB Wealth Management LLC 40 - 2023-12-31 60,892 $2,497,000 864
   MEDITOR GROUP LTD 4 - 2023-12-31 60,700 $2,489,000 0
   PARK AVENUE SECURITIES LLC 313 - 2023-12-31 60,656 $2,487,000 5,044
   Perpetual Ltd 191 - 2023-12-31 60,197 $2,468,000 15,683
   Ferguson Shapiro LLC 12 - 2023-12-31 59,196 $2,427,000 -1,902
   Inspire Advisors LLC 24 *New 2023-12-31 57,183 $2,345,000 57,183
   COHEN KLINGENSTEIN, LLC 119 - 2023-12-31 53,600 $2,198,000 0
   CENTAURUS FINANCIAL INC. 140 - 2023-12-31 47,894 $1,964,000 35,611
   Cetera Investment Advisers 834 - 2023-12-31 44,683 $1,832,000 1,645
   Redhawk Wealth Advisors Inc. 67 - 2023-12-31 44,532 $1,826,000 -50,568
   SG AMERICAS SECURITIES LLC 645 - 2023-12-31 38,872 $1,594,000 -93,608
   GOLDMAN SACHS GROUP INC/ 3307 - 2023-12-31 36,631 $1,502,000 0
   Goss Wealth Management LLC 762 - 2023-12-31 36,037 $1,482,000 -14,378
   Wealthfront Advisers LLC 534 - 2023-12-31 33,406 $1,370,000 3,994
   Integrated Wealth Concepts LLC 613 - 2023-12-31 32,205 $1,320,000 -2,745
   CREDIT SUISSE/ 2100 - 2023-12-31 31,905 $1,308,000 -662
   Csenge Advisory Group 197 - 2023-12-31 30,785 $1,262,000 16,969
   Beacon Pointe Advisors LLC 588 - 2023-12-31 30,680 $1,258,000 3,270
   PORTLAND GLOBAL ADVISORS LLC 66 - 2023-12-31 30,525 $1,252,000 -4,726
   Kestra Advisory Services LLC 1024 - 2023-12-31 29,398 $1,205,000 6,454
   STIFEL FINANCIAL CORP 2008 *New 2023-12-31 29,394 $1,205,000 29,394
   Fiduciary Alliance LLC 76 - 2023-12-31 29,318 $1,202,000 -509
   LEVEL FOUR ADVISORY SERVICES LLC 271 *New 2023-12-31 28,564 $1,171,000 28,564
   GenTrust LLC 74 - 2023-12-31 25,741 $1,055,000 1,900
   Migdal Insurance & Financial Holdings Ltd. 162 - 2023-12-31 24,649 $1,017,000 5,975
   ALPHAMARK ADVISORS LLC 47 - 2023-12-31 24,300 $996,000 12,640
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 24,200 $992,000 0
   CIBC WORLD MARKETS INC. 682 - 2023-12-31 24,145 $990,000 15,912
   Viewpoint Capital Management LLC 39 - 2023-12-31 23,972 $983,000 0
   Logan Stone Capital LLC 94 - 2023-12-31 23,460 $962,000 14,320
   NAPLES GLOBAL ADVISORS LLC 218 - 2023-12-31 22,929 $940,000 175
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1124 - 2023-12-31 22,176 $911,000 0
   Financial & Tax Architects LLC - 2023-12-31 22,163 $909,000 -15,525
   Atlantic Trust Group LLC 654 - 2023-12-31 22,080 $905,000 495
   Itau Unibanco Holding S.A. 116 - 2023-12-31 22,000 $902,000 22,000
   SAVANT CAPITAL MANAGEMENT INC 439 - 2023-12-31 22,006 $902,000 0
   COMERICA BANK 1581 - 2023-12-31 21,846 $896,000 2,276
   Ascent Group LLC 274 - 2023-12-31 20,393 $876,000 -1,907
   ADVISORY SERVICES NETWORK, LLC 681 - 2023-12-31 21,288 $873,000 -23
   KESTRA PRIVATE WEALTH SERVICES LLC 562 - 2023-12-31 20,900 $857,000 81
   BLAIR WILLIAM & CO/IL 915 - 2023-12-31 20,115 $825,000 3,134
   Per Stirling Capital Management LLC. 94 - 2023-12-31 19,903 $816,000 7,358
   Sharper & Granite LLC 64 - 2023-12-31 19,610 $804,000 -35
   ALLIANZ ASSET MANAGEMENT AG 1288 - 2023-12-31 19,100 $783,000 -118,700
   Verity Asset Management Inc. 52 - 2023-12-31 19,051 $781,000 -1,312
   Lowe fs LLC 23 - 2023-12-31 18,850 $773,000 440
   Eldridge Investment Advisors Inc. 88 *New 2023-12-31 18,750 $769,000 18,750
   Merit Financial Group LLC 389 *New 2023-12-31 18,192 $746,000 18,192
   HRT FINANCIAL LLC 1079 - 2023-12-31 17,352 $711,000 4,637
   BASSO CAPITAL MANAGEMENT LP 25 - 2023-12-31 16,850 $691,000 0
   ZACKS INVESTMENT MANAGEMENT 425 - 2023-12-31 16,466 $675,000 -17,656

  100 Records found
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