Defined Financial Planning LLC Wisdomtree Tr India Earnings F Transaction History
Defined Financial Planning LLC
- $121 Billion
- Q3 2025
A detailed history of Defined Financial Planning LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Defined Financial Planning LLC holds 44,468 shares of EPI stock, worth $2.07 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
44,468
Previous 40,896
8.73%
Holding current value
$2.07 Million
Previous $1.91 Billion
3.94%
% of portfolio
1.65%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding EPI
# of Institutions
301Shares Held
41.1MCall Options Held
252KPut Options Held
202K-
Morgan Stanley New York, NY3.47MShares$161 Million0.01% of portfolio
-
Meitav Dash Investments LTD3.18MShares$148 Million2.03% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L33MShares$139 Million1.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$115 Million0.01% of portfolio
-
Migdal Insurance & Financial Holdings Ltd.2.09MShares$97.3 Million1.0% of portfolio