EPI — WISDOMTREE TR

Ownership history in Hamilton Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, LLC reported a position in WISDOMTREE TR (EPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.02% (2024 Q3)
Avg. % of fund
0.39%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,687 -75,182 -90.7% 0.08% $348K $44.20
2024 Q3 ADDED 82,869 +78,009 +1605.1% 1.02% $4.2M $50.33
2024 Q2 INITIATED 4,860 — — 0.06% $235K —
% of Fund (quarterly)    EPI price (monthly, adj. close)

Other funds also holding EPI

As of 2025 Q4 — sorted by position size

New Vernon Capital Holdings II LLC 3Y 7Y 6.65% Leibman Financial Services, Inc. 4.41% Laurel Wealth Planning LLC 3Y 3.69% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 3.52% Avid Wealth Partners LLC 3.27% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 3.11% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 2.98% Carmel Capital Management L.L.C. 3Y 1.93% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 1.7% Bulltick Wealth Management, LLC 1.57%
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