Valeo Financial Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 11,104 shares of EPI stock, worth $516,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,104
Previous 49,712 77.66%
Holding current value
$516,002
Previous $2.36 Million 79.23%
% of portfolio
0.01%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$43.79 - $47.63 $1.69 Million - $1.84 Million
-38,608 Reduced 77.66%
11,104 $490,000
Q2 2025

Sep 12, 2025
BUY
$41.3 - $47.52 $1.5 Million - $1.73 Million
36,323 Added 271.29%
49,712 $2.36 Million
Q2 2025

Jul 22, 2025
SELL
$41.3 - $47.52 $3,345 - $3,849
-81 Reduced 0.6%
13,389 $635,000
Q1 2025

Apr 30, 2025
BUY
$40.08 - $45.85 $27,134 - $31,040
677 Added 5.29%
13,470 $588,000
Q4 2024

Jan 30, 2025
BUY
$45.09 - $50.08 $21,643 - $24,038
480 Added 3.9%
12,793 $579,000
Q3 2024

Oct 10, 2024
BUY
$47.41 - $50.82 $36,079 - $38,674
761 Added 6.59%
12,313 $621,000
Q2 2024

Jul 10, 2024
BUY
$43.7 - $48.28 $38,587 - $42,631
883 Added 8.28%
11,552 $557,000
Q1 2024

Apr 25, 2024
BUY
$40.96 - $44.87 $41,492 - $45,453
1,013 Added 10.49%
10,669 $464,000
Q1 2024

Apr 19, 2024
BUY
$40.96 - $44.87 $165,478 - $181,274
4,040 Added 71.94%
9,656 $420,000
Q4 2023

Jan 29, 2024
BUY
$35.41 - $41.26 $198,862 - $231,716
5,616 New
5,616 $230,000
Q3 2020

Oct 28, 2020
SELL
$20.43 - $24.24 $6,598 - $7,829
-323 Closed
0 $0
Q2 2020

Jul 20, 2020
BUY
$14.99 - $20.43 $29 - $40
2 Added 0.62%
323 $6,000
Q4 2019

Jan 24, 2020
BUY
$22.79 - $24.98 $7,315 - $8,018
321 New
321 $8,000
Q1 2019

Apr 12, 2019
SELL
N/A
-102 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
102 New
102 $3,000

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

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
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