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Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in WISDOMTREE TR

Private Advisor Group, LLC holds 124,267 shares of EPI (WISDOMTREE TR), worth $5.3M as of 2026-Q2. The position was decreased (-42.2% shares). EPI represents 0.0% of Private Advisor Group, LLC's portfolio.

Current Value

$5.3M

Current Shares

124,267

Total Value Change

-$4.8M

Total Shares Change

-76,365

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
124,267
-42.2%
$5.3M0.0%$42.78
0
2026-Q1
Decreased
215,141
-49.8%
$8.8M0.0%$43.43
0
2025-Q4
Increased
428,514
+28.8%
$19.8M0.1%$45.82
36
2025-Q3
Decreased
332,647
-0.1%
$14.7M0.1%$44.19
0
2025-Q2
Increased
332,876
+24.9%
$15.8M0.1%$47.52
34
2025-Q1
Increased
266,499
+31.7%
$11.6M0.1%$43.48
35
2024-Q4
Increased
202,422
+0.9%
$9.2M0.1%$45.09
28
2024-Q3
Decreased
200,632
-4.5%
$10.1M0.1%$50.69
0

Other major holders of EPI: BNP PARIBAS FINANCIAL MARKETS, JANE STREET GROUP, LLC, MORGAN STANLEY

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