Kingswood Wealth Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,150 shares of EPI stock, worth $657,550. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,150

Previous 11,023 28.37%

Holding current value

$657,550

Previous $523 Million 19.52%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$43.79 - $47.63 $136,931 - $148,939	3,127 Added 28.37%	14,150 $625 Million
Q2 2025 Jul 23, 2025	SELL	$41.3 - $47.52 $16,313 - $18,770	-395 Reduced 3.46%	11,023 $523 Million
Q1 2025 Jul 25, 2025	BUY	$40.08 - $45.85 $15,831 - $18,110	395 Added 3.58%	11,418 $499 Million
Q1 2025 Apr 21, 2025	SELL	$40.08 - $45.85 $13,987 - $16,001	-349 Reduced 2.97%	11,418 $499 Million
Q4 2024 Jan 22, 2025	BUY	$45.09 - $50.08 $309,633 - $343,899	6,867 Added 140.14%	11,767 $533 Million

Q3 2024 Oct 21, 2024	SELL	$47.41 - $50.82 $162,616 - $174,312	-3,430 Reduced 41.18%	4,900 $247 Million
Q2 2024 Jul 09, 2024	BUY	$43.7 - $48.28 $364,021 - $402,172	8,330 New	8,330 $402 Million

Others Institutions Holding EPI

# of Institutions

300

Shares Held

41.1M

Call Options Held

252K

Put Options Held

202K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
Sector ETFs
Industry ETFs

More about EPI

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Kingswood Wealth Advisors, LLC Wisdomtree Tr India Earnings F Transaction History