Ownership history in Integrated Wealth Concepts LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in WISDOMTREE INDIA (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,423 | -11,785 | -64.7% | 0.00% | $284K | $44.20 |
| 2024 Q4 | REDUCED | 18,208 | -6,502 | -26.3% | 0.01% | $824K | $45.27 |
| 2024 Q3 | ADDED | 24,710 | +8,113 | +48.9% | 0.02% | $1.2M | $50.33 |
| 2024 Q2 | REDUCED | 16,597 | -15,608 | -48.5% | 0.01% | $801K | $48.15 |
| 2023 Q4 | REDUCED | 32,205 | -2,745 | -7.9% | 0.02% | $1.3M | $40.89 |
| 2023 Q3 | ADDED | 34,950 | +8,469 | +32.0% | 0.02% | $1.3M | $36.66 |
| 2021 Q4 | ADDED | 26,481 | +1,560 | +6.3% | 0.03% | $966K | $34.06 |
| 2021 Q3 | ADDED | 24,921 | +294 | +1.2% | 0.03% | $932K | $34.74 |
| 2021 Q1 | ADDED | 24,627 | +67 | +0.3% | 0.03% | $776K | $29.12 |
| 2020 Q4 | INITIATED | 24,560 | — | — | 0.03% | $717K | $26.95 |
As of 2025 Q4 — sorted by position size