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Get Institutions for : 
WisdomTree India Earnings (EPI)  
$45.22 0.16 (0.36%) as of 4:30 Fri 4/26


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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  : 
7.32 (19.31%)  




 
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  
Free Registration Required For Full Results

            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
   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
   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
   Money Design Co.Ltd. 27 - 2024-03-31 420,485 $18,316,000 420,485
   WELLS FARGO & CO/MN 1143 - 2023-12-31 433,478 $17,773,000 98,118
   CATALYST CAPITAL ADVISORS LLC 31 - 2024-03-31 405,247 $17,653,000 20,724
   Millburn Ridgefield Corp 27 - 2024-03-31 405,247 $17,653,000 20,724
   Wright Fund Managment LLC - 2023-12-31 403,801 $16,556,000 299,492
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 406 - 2023-12-31 239,159 $9,806,000 111,048
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 623 - 2023-12-31 213,120 $8,738,000 21,759
   Whitaker-Myers Wealth Managers LTD. 9 - 2024-03-31 180,045 $7,843,000 19,809
   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
   RAYMOND JAMES & ASSOCIATES 1471 - 2024-03-31 134,668 $5,866,000 23,269
   Carmel Capital Management L.L.C. 20 - 2024-03-31 128,405 $5,593,000 300
   OLD MISSION CAPITAL LLC 139 - 2023-12-31 116,417 $4,773,000 116,417
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1166 - 2024-03-31 107,158 $4,668,000 5,101
   MONECO Advisors LLC 32 - 2024-03-31 93,898 $4,090,000 855
   Leibman Financial Services Inc. 14 - 2024-03-31 82,683 $3,602,000 4,910
   Equitable Holdings Inc. 288 - 2023-12-31 80,599 $3,305,000 24,247
   PARK AVENUE SECURITIES LLC 293 - 2024-03-31 69,022 $3,007,000 8,366
   Baird Financial Group Inc. 817 - 2023-12-31 72,772 $2,984,000 29,472
   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
   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
   Wealthfront Advisers LLC 477 - 2024-03-31 47,921 $2,087,000 14,515
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1448 - 2024-03-31 34,390 $1,498,000 18,311
   Fiduciary Alliance LLC 83 - 2024-03-31 31,114 $1,360,000 1,796
   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
   Narus Financial Partners LLC 38 - 2024-03-31 28,454 $1,239,000 23,494
   Kestra Advisory Services LLC 1024 - 2023-12-31 29,398 $1,205,000 6,454
   ALPHAMARK ADVISORS LLC 46 - 2024-03-31 24,445 $1,065,000 145
   Migdal Insurance & Financial Holdings Ltd. 162 - 2023-12-31 24,649 $1,017,000 5,975
   CIBC WORLD MARKETS INC. 682 - 2023-12-31 24,145 $990,000 15,912
   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
   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
   COMERICA BANK 1581 - 2023-12-31 21,846 $896,000 2,276
   KESTRA PRIVATE WEALTH SERVICES LLC 562 - 2023-12-31 20,900 $857,000 81
   Lowe fs LLC 25 - 2024-03-31 19,330 $842,000 480
   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
   Pachira Investments Inc. 21 - 2024-03-31 18,203 $793,000 13,131
   HRT FINANCIAL LLC 1079 - 2023-12-31 17,352 $711,000 4,637
   COMMONWEALTH EQUITY SERVICES LLC. 2460 - 2023-12-31 15,626 $641,000 7,838
   L.M. KOHN & COMPANY 129 - 2024-03-31 13,834 $603,000 3,000
   BANK OF MONTREAL /CAN/ 1915 - 2023-12-31 14,409 $595,000 7
   Moors & Cabot Inc. 435 - 2023-12-31 13,543 $555,000 250
   COMMERCE BANK N A/MO 827 - 2023-12-31 13,000 $533,000 2,000
   HARBOR INVESTMENT ADVISORY LLC 223 - 2024-03-31 11,785 $513,000 1,000
   Idaho Trust Bank 58 - 2023-12-31 11,911 $488,000 449
   Valeo Financial Advisors LLC 388 - 2024-03-31 10,669 $477,000 5,053
   IHT Wealth Management LLC 618 - 2023-12-31 11,491 $471,000 2,239
   Spence Asset Management 31 - 2024-03-31 10,391 $453,000 201
   BNP PARIBAS ARBITRAGE SA 2071 - 2023-12-31 11,060 $453,000 2,458
   Patten Group Inc. 170 - 2024-03-31 10,144 $442,000 2,138
   Peak Financial Management Inc. 62 - 2024-03-31 8,818 $384,000 3,763
   Ignite Planners LLC 183 - 2024-03-31 8,775 $383,000 1,894
   JAMES INVESTMENT RESEARCH INC 238 - 2023-12-31 8,105 $332,000 84
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1428 - 2023-09-30 8,981 $330,000 33
   MARINER WEALTH ADVISORS, LLC 2254 - 2023-12-31 7,932 $325,000 568
   UMB BANK N A/MO 479 - 2024-03-31 7,434 $324,000 2,341
   OneAscent Financial Services LLC 321 - 2024-03-31 5,555 $242,000 5,555
   TD Waterhouse Canada Inc. 646 - 2023-12-31 5,755 $241,000 210
   Global Trust Asset Management LLC 150 - 2024-03-31 5,300 $231,000 5,200
   Larson Financial Group LLC 330 - 2023-12-31 5,468 $224,000 2,474
   Global Retirement Partners LLC 888 - 2024-03-31 3,525 $154,000 1,168
   PRIVATE TRUST CO NA 736 - 2024-03-31 3,439 $150,000 1,023
   ATTICUS WEALTH MANAGEMENT LLC 138 - 2024-03-31 3,355 $146,000 766
   Tyler-Stone Wealth Management 288 - 2023-12-31 1,983 $81,000 500
   Parallel Advisors LLC 1211 - 2023-12-31 1,918 $79,000 401
   FMR LLC 3205 - 2023-12-31 1,733 $71,000 355
   FNY Investment Advisers LLC 169 - 2023-12-31 1,445 $59,000 1,305
   IFP Advisors Inc 1587 - 2023-12-31 1,000 $41,000 500
   TOWER RESEARCH CAPITAL LLC 3454 - 2023-12-31 683 $28,000 683
   Focused Wealth Management Inc 471 - 2023-12-31 360 $15,000 95
   HOLLENCREST SECURITIES LLC 702 - 2023-12-31 300 $12,000 25
   Retirement Group LLC 558 - 2023-12-31 101 $4,000 26
   VisionPoint Advisory Group LLC 665 - 2023-12-31 14 $1,000 14
   ODell Group LLC 486 - 2023-12-31 5 $0 5
  95 Records found
  1    
  Page 1 of 1
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