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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.6K- 51.15% |
$480K - $533K
|
10.2K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 2.06% |
$124K - $137K
|
131K
$5.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.72K- 2.62% |
$77.5K - $86.1K
|
63.8K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.35K+ 6.65% |
$61K - $67.7K
|
21.7K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 5.48% |
$21.2K - $23.6K
|
8.12K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.51KNew |
$248K - $276K
|
5.51K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-30.6K- 99.45% |
$1.38M - $1.53M
|
170
$7.12K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.7KNew |
$528K - $586K
|
11.7K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-177K- 14.05% |
$7.96M - $8.85M
|
1.08M
$45.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-305- 1.58% |
$13.8K - $15.3K
|
19K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-11.6K- 16.9% |
$524K - $582K
|
57.1K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.23K- 48.15% |
$326K - $362K
|
7.79K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$3.29M - $3.65M
|
73K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16.9K- 77.35% |
$762K - $846K
|
4.95K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.27K+ 20.99% |
$373K - $414K
|
47.7K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
253New |
$11.4K - $12.7K
|
253
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$452K - $502K
|
10K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87K+ 140.14% |
$310K - $344K
|
11.8K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
43+ 1.22% |
$1.94K - $2.15K
|
3.56K
$149K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 99.94% |
$80.4K - $89.2K
|
1
$41.9
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.68K+ 142.58% |
$346K - $385K
|
13.1K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.05% |
$273K - $303K
|
205K
$8.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58.4KNew |
$2.64M - $2.93M
|
58.4K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-13K- 25.23% |
$585K - $650K
|
38.4K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21+ 0.26% |
$947 - $1.05K
|
8.02K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
914+ 10.71% |
$41.2K - $45.8K
|
9.45K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
244K+ 61.18% |
$11M - $12.2M
|
642K
$26.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.9K- 30.18% |
$266K - $295K
|
13.6K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
842+ 7.48% |
$38K - $42.2K
|
12.1K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.67K+ 35.29% |
$255K - $284K
|
21.7K
$910K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-994- 90.86% |
$44.8K - $49.8K
|
100
$4.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 13.7% |
$179K - $199K
|
33K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.8K+ 24.29% |
$757K - $841K
|
85.9K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 1.2% |
$13.5K - $15K
|
24.6K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-620- 6.51% |
$28K - $31K
|
8.9K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.23KNew |
$416K - $462K
|
9.23K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.43K+ 37.15% |
$110K - $122K
|
8.97K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.45K- 37.7% |
$156K - $173K
|
5.7K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 21.76% |
$266K - $296K
|
33.1K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-522- 1.16% |
$23.5K - $26.1K
|
44.5K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 2.78% |
$451 - $501
|
370
$15.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-652- 53.22% |
$29.4K - $32.7K
|
573
$24K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.22K+ 33.16% |
$235K - $261K
|
21K
$878K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.25KNew |
$327K - $363K
|
7.25K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
26.7K+ 90.92% |
$1.2M - $1.34M
|
56K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-350- 2.5% |
$15.8K - $17.5K
|
13.7K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$451K - $501K
|
10K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
33KNew |
$1.49M - $1.66M
|
33K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$225 - $250
|
5.55K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
162+ 0.66% |
$7.3K - $8.11K
|
24.8K
$1.04M
|