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Disclosery

EPI WISDOMTREE TR

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INDIA ERNGS FD (fund)

296 managers (299 13F filers) reported a position in EPI shares at 2025-03-31, 66,132,894 shares in all. 26 filers opened a position and 57 filers sold out during the quarter.

Managers
296
13F filers
299
New
26
Added
110
Reduced
95
Sold out
57
Shares held by filers
66,132,894

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CAPTRUST FINANCIAL ADVISORS7,033$307K<0.01%+12113F-HRTimeline
IFP Advisors, Inc6,937$303K0.01%+5,39913F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.6,867$300K0.06%+95313F-HRTimeline
Clearstead Advisors, LLC6,858$300K<0.01%-6,12913F-HRTimeline
Dynamic Advisor Solutions LLC6,837$299K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,738$295K0.02%-5,49413F-HRTimeline
Tyler-Stone Wealth Management6,729$294K0.05%+97613F-HRTimeline
Asset Management One Co., Ltd.6,687$292K<0.01%-6113F-HRTimeline
Cresset Asset Management, LLC6,658$291K<0.01%new13F-HRTimeline
Crewe Advisors LLC6,650$291K0.04%-4,78113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,504$284K0.22%013F-HRTimeline
Pettinga Financial Advisors LLC6,350$278K0.07%-20013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,313$276K0.28%013F-HRTimeline
SMITH, MOORE & CO.6,249$273K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,237$273K0.01%-202,07913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC6,155$269K<0.01%-765,38613F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC5,798$253K0.03%-1,00013F-HRTimeline
TD Waterhouse Canada Inc.5,755$250K<0.01%013F-HRTimeline
Procyon Advisors, LLC5,652$247K0.02%+10013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,454$238K0.06%-4,72613F-HRTimelineGroup
Dunhill Financial, LLC5,452$238K0.11%013F-HRTimeline
CIBC WORLD MARKET INC.5,268$230K<0.01%+32013F-HRTimeline
Sava Infond d.o.o.5,000$219K0.04%-12,10013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC4,975$217K0.08%+45713F-HRTimeline
FMR LLCin group FMR LLC4,802$210K<0.01%-54713F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,772$209K<0.01%-65013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,618$202K<0.01%-94013F-HRTimelineGroup
PRIVATE TRUST CO NA4,564$199K0.02%+67813F-HRTimeline
Rosenberg Matthew Hamilton4,345$190K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC4,100$179K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,542$155K<0.01%+2,64813F-HRTimeline
Ramirez Asset Management, Inc.3,250$142K0.03%013F-HRTimeline
Sage Mountain Advisors LLC3,205$140K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,003$131K<0.01%+1,32313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC3,000$131K0.09%013F-HRTimeline
Hanson & Doremus Investment Management2,665$116K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,343$102K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC2,270$99.2K0.01%013F-HRTimeline
CENTRAL TRUST Co1,795$78.5K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,500$65.6K0.04%-4,20013F-HRTimeline
Murphy & Mullick Capital Management Corp1,358$59.4K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,330$58.1K<0.01%-24013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,319$57.7K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd1,248$54.5K<0.01%+1,00013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,055$46.1K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,000$43.7K<0.01%013F-HR/ATimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC976$42.6K0.01%-2,58513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…956$41.8K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC940$41.1K<0.01%013F-HR/ATimeline
Bogart Wealth, LLC838$36.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC818$35.8K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC800$35K<0.01%013F-HRTimeline
Continuum Advisory, LLC700$30.6K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC634$27.7K<0.01%-3,55013F-HRTimeline
Breakwater Investment Management621$27.1K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC600$26K<0.01%new13F-HRTimelineGroup
SRH ADVISORS, LLC565$24.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC555$24.1K<0.01%-19113F-HRTimeline
Parkside Financial Bank & Trust539$23.6K<0.01%013F-HRTimeline
ORG Partners LLC520$22.6K0.01%+12013F-HRTimeline
Allworth Financial LP481$21.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC500$21.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.498$21.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…475$20.8K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.440$19.2K0.01%+7013F-HRTimeline
Key Financial Inc437$19.1K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC417$18.2K<0.01%+1313F-HRTimeline
Blue Trust, Inc.383$16.7K<0.01%+13213F-HRTimeline
AE Wealth Management LLC371$16.2K<0.01%-67113F-HRTimeline
Atala Financial Inc355$15.5K0.01%013F-HRTimeline
Kiker Wealth Management, LLC345$15.1K0.01%new13F-HRTimeline
MAI Capital Management335$14.7K<0.01%-2,26513F-HRTimeline
Larson Financial Group LLC332$14.5K<0.01%new13F-HRTimeline
Garde Capital, Inc.283$12.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…280$12.2K<0.01%+15013F-HRTimeline
Runnymede Capital Advisors, Inc.250$10.9K0.01%-11113F-HRTimeline
Washington Trust Advisors, Inc.212$9.27K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC200$9K<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…200$8.74K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC186$8.11K<0.01%+1613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC173$7.56K<0.01%-1,25513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management170$7.43K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC150$6.57K<0.01%013F-HRTimeline
PSI Advisors, LLC125$5.46K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC132$5K<0.01%-61313F-HRTimeline
Geneos Wealth Management Inc.100$4.37K<0.01%013F-HRTimeline
NorthRock Partners, LLC95$4.15K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA78$3.41K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc57$2.49K<0.01%new13F-HRTimeline
Covestor Ltd38$2K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…38$1.66K<0.01%013F-HRTimelineGroup
Tidemark, LLC37$1.62K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC26$1.14K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC20$874<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC44$6500.6%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.