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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

329 managers (332 13F filers) reported a position in EPI shares at 2024-12-31, 46,586,449 shares in all. 34 filers opened a position and 47 filers sold out during the quarter.

Managers
329
13F filers
332
New
34
Added
121
Reduced
100
Sold out
47
Shares held by filers
46,586,449

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DF DENT & CO INC9,000$407K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC8,971$406K0.03%+2,43013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…9,233$406K0.29%new13F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …8,910$403K<0.01%-300,85413F-HRTimelineGroup
Peak Financial Management, Inc.8,898$403K0.12%-62013F-HRTimeline
DIVERSIFIED TRUST CO8,560$388K0.01%013F-HRTimeline
Western Wealth Management, LLC8,414$381K0.02%+2,83313F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,411$381K<0.01%new13F-HRTimelineGroup
Cosner Financial Group, LLC8,265$374K0.24%+9413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,183$370K<0.01%-4813F-HRTimelineGroup
Financial Advocates Investment Manageme…8,117$367K0.02%-47113F-HRTimeline
DHK Financial Advisors, Inc.8,021$363K0.22%+2113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,900$358K<0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.7,786$352K0.16%-7,22913F-HRTimeline
Hamilton Wealth, LLC7,687$348K0.08%-75,18213F-HRTimeline
UMB Bank, n.a.7,434$337K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENT MANAGEMENT LLC7,337$332K0.15%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,272$329K<0.01%+2,18713F-HRTimelineGroup
Compound Planning, Inc.7,250$328K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,920$313K<0.01%-3,15813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,912$313K<0.01%-3313F-HRTimeline
Atria Investments, Inc6,866$311K<0.01%new13F-HRTimeline
Asset Management One Co., Ltd.6,748$308K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,798$308K0.04%-98413F-HRTimeline
VestGen Investment Management6,686$303K0.08%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.6,589$298K0.04%-108,44813F-HRTimeline
Pettinga Financial Advisors LLC6,550$297K0.07%+5013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,514$295K<0.01%new13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC6,504$294K0.25%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$286K0.29%013F-HRTimeline
WOLVERINE TRADING, LLC6,227$281K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC6,040$273K<0.01%-12,62913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,987$271K<0.01%new13F-HR/ATimelineGroup
RAINEY & RANDALL WEALTH ADVISORS INC.5,914$268K0.05%+65913F-HRTimeline
HBW ADVISORY SERVICES LLC5,875$266K0.03%-20513F-HRTimeline
Turning Point Benefit Group, Inc.5,846$265K0.25%13F-HRTimeline
Tyler-Stone Wealth Management5,753$260K0.05%+9713F-HRTimeline
TD Waterhouse Canada Inc.5,755$260K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,719$259K0.01%+16913F-HRTimeline
Global Trust Asset Management, LLC5,700$258K0.1%-3,45013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,558$252K0.01%-3213F-HRTimelineGroup
Procyon Advisors, LLC5,552$251K0.02%+513F-HRTimeline
WORLD EQUITY GROUP, INC.5,547$251K0.05%new13F-HRTimeline
Elm3 Financial Group, LLC5,505$249K0.21%13F-HRTimeline
Dunhill Financial, LLC5,452$247K0.11%+5,33213F-HRTimeline
Sequoia Financial Advisors, LLC5,422$245K<0.01%+76113F-HR/ATimeline
Freedom Investment Management, Inc.5,400$244K0.02%+29613F-HRTimeline
OPTIMA CAPITAL LLC5,363$243K0.17%13F-HRTimeline
FMR LLCin group FMR LLC5,349$242K<0.01%-3313F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…5,340$242K0.1%13F-HRTimeline
Advisory Alpha, LLC5,027$228K0.01%013F-HRTimeline
EWG Elevate Inc.4,986$226K0.07%-1,35913F-HRTimeline
CIBC WORLD MARKET INC.4,948$224K<0.01%-16,90113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,750$215K0.02%-10,73613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,726$214K<0.01%+113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,669$211K0.01%-2,48213F-HRTimelineGroup
HRT FINANCIAL LP4,551$206K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,518$205K0.07%+3,64713F-HRTimeline
Evercore Wealth Management, LLC4,475$203K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,345$197K0.05%-9013F-HRTimeline
GROUP ONE TRADING LLC4,184$189K0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$186K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,886$176K0.02%+1,35013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,561$161K0.05%+4313F-HRTimeline
Ramirez Asset Management, Inc.3,250$147K0.03%013F-HRTimeline
Sage Mountain Advisors LLC3,205$145K0.01%-1,69513F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$136K0.09%013F-HRTimeline
Hanson & Doremus Investment Management2,665$121K0.02%013F-HRTimeline
MAI Capital Management2,600$118K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,343$106K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC2,270$103K0.01%013F-HRTimeline
CENTRAL TRUST Co1,795$81.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,680$76K<0.01%+1,19513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,570$71.1K<0.01%-29313F-HRTimelineGroup
IFP Advisors, Inc1,538$69.6K<0.01%+10513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,428$64.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,364$61.7K0.01%+413F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$61.5K0.06%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,055$47.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,042$47.2K<0.01%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$45.3K<0.01%13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…956$43.3K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC940$42.6K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.894$40.5K<0.01%-49613F-HRTimeline
Bogart Wealth, LLC838$37.9K<0.01%-2,09613F-HRTimeline
Parallel Advisors, LLC817$37K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$36.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC746$33.8K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC745$33K0.02%+44913F-HRTimeline
Continuum Advisory, LLC700$31.7K<0.01%+39313F-HRTimeline
Mattson Financial Services, LLC589$29.7K0.01%new13F-HRTimeline
Breakwater Investment Management621$28.1K0.01%013F-HR/ATimeline
Avior Wealth Management, LLC573$25.9K<0.01%-65213F-HRTimeline
SRH ADVISORS, LLC565$25.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust539$24.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.524$23.7K<0.01%+52413F-HRTimeline
Plante Moran Financial Advisors, LLC506$22.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC500$22.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.498$22.5K<0.01%+113F-HRTimeline
Allworth Financial LP481$20.9K<0.01%013F-HRTimeline
Key Financial Inc437$19.8K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC404$18.3K<0.01%+2913F-HRTimeline
ORG Partners LLC400$18.1K<0.01%-30013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.370$16.8K0.01%+1013F-HRTimeline
Runnymede Capital Advisors, Inc.361$16.3K0.01%13F-HRTimeline
Atala Financial Inc355$16.1K0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC253$11.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.251$11.3K<0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd248$11.2K<0.01%-84,90413F-HRTimeline
Washington Trust Advisors, Inc.212$9.6K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…200$9.05K<0.01%013F-HRTimeline
Caldwell Trust Co200$9.05K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC200$9K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC170$7.72K<0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management170$7.7K<0.01%-30,63413F-HRTimelineGroup
Raleigh Capital Management Inc.153$6.93K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$6.81K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…130$5.88K<0.01%013F-HRTimeline
PSI Advisors, LLC125$5.66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.53K<0.01%-99413F-HRTimeline
FIRST COMMUNITY TRUST NA78$3.53K<0.01%new13F-HRTimeline
Arax Advisory Partners69$3.12K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…50$2.18K<0.01%+5013F-HRTimeline
Tidemark, LLC37$1.68K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC38$1.64K<0.01%-18613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.64K<0.01%-18613F-HRTimelineGroup
Biltmore Family Office, LLC20$905<0.01%013F-HRTimeline
PMV Capital Advisers, LLC20$905<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1$730.01%-1,78213F-HRTimeline