Latest Institutional Transactions on Wisdomtree Tr India Earnings F (EPI)
This table provides information on the latest institutional transactions involving Wisdomtree Tr India Earnings F (EPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-190KClosed |
$4.47M - $5.54M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Monarch Capital Management Inc
|
BUY
|
- |
7.9KNew |
$186K - $231K
|
7.9K
$331K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-751KClosed |
$15.3M - $18.2M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.21KNew |
$188K - $223K
|
9.21K
$386K
|
|
Nov 13, 2020
Q3 2020
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1MClosed |
$20.4M - $24.3M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-15KClosed |
$306K - $364K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.1K- 1.3% |
$22.5K - $26.7K
|
83.7K
$3.51M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.34KClosed |
$27.4K - $32.5K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.8KClosed |
$36.8K - $43.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-451Closed |
$9.21K - $10.9K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
940New |
$19.2K - $22.8K
|
940
$39.4K
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-421Closed |
$8.6K - $10.2K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-69.3KClosed |
$1.42M - $1.68M
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
BUY
|
- |
8.56KNew |
$175K - $207K
|
8.56K
$358K
|
|
Oct 13, 2020
Q3 2020
|
Legato Capital Management LLC
|
SELL
|
- |
-30.6KClosed |
$624K - $741K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
900+ 27.58% |
$13.5K - $18.4K
|
4.16K
$174K
|
|
Aug 17, 2020
Q2 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-15.2KClosed |
$228K - $310K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$240K - $328K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
151+ 18.88% |
$2.26K - $3.08K
|
951
$39.8K
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-5.05KClosed |
$75.6K - $103K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-252Closed |
$3.78K - $5.15K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6KClosed |
$89.9K - $123K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-1.21KClosed |
$18.2K - $24.8K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-20KClosed |
$300K - $409K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14KClosed |
$210K - $286K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-10.9KClosed |
$163K - $222K
|
0
$0
|
|
Q1 2020 | |||||||
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8.02KClosed |
$114K - $206K
|
0
$0
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.49KClosed |
$49.8K - $89.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-58.9KClosed |
$841K - $1.51M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10.1KClosed |
$144K - $259K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.98KClosed |
$71.1K - $128K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-26.5KClosed |
$378K - $680K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-30.9KClosed |
$441K - $793K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-88.7KClosed |
$1.27M - $2.28M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-542Closed |
$7.74K - $13.9K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-534Closed |
$7.63K - $13.7K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-169KClosed |
$2.41M - $4.34M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.3KClosed |
$147K - $264K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-185Closed |
$2.64K - $4.75K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.85KClosed |
$141K - $253K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-320Closed |
$4.57K - $8.21K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-19.8KClosed |
$283K - $508K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-450Closed |
$6.43K - $11.6K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-94.2KClosed |
$1.35M - $2.42M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
262New |
$3.74K - $6.73K
|
262
$11K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-319Closed |
$7.27K - $7.97K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-210KClosed |
$4.79M - $5.25M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
United Bank
Vienna, VA |
SELL
|
- |
-45.9KClosed |
$1.05M - $1.15M
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.39KClosed |
$31.6K - $34.6K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.24KClosed |
$142K - $156K
|
0
$0
|