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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
539New |
$25.6K - $27.4K
|
539
$22.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$3.27K - $3.51K
|
69
$2.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.82K- 53.36% |
$86.5K - $92.7K
|
1.59K
$66.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 21.67% |
$3.08K - $3.3K
|
365
$15.3K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$5.69K - $6.1K
|
120
$5.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
152+ 2.12% |
$7.21K - $7.72K
|
7.34K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4KNew |
$190K - $203K
|
4K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 19.32% |
$266K - $285K
|
23.4K
$981K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
609+ 6.22% |
$28.9K - $30.9K
|
10.4K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 2.67% |
$105K - $113K
|
80.6K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500New |
$23.7K - $25.4K
|
500
$20.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-491- 0.53% |
$23.3K - $25K
|
91.9K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-597- 55.38% |
$28.3K - $30.3K
|
481
$20.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
614K+ 37649.02% |
$29.1M - $31.2M
|
615K
$25.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
143K+ 2580.84% |
$6.76M - $7.25M
|
148K
$6.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.73K- 37.33% |
$367K - $393K
|
13K
$544K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17.2KNew |
$813K - $872K
|
17.2K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
672K+ 532.84% |
$31.8M - $34.1M
|
798K
$33.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 11.38% |
$1.77M - $1.9M
|
365K
$15.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-700- 0.55% |
$33.2K - $35.6K
|
128K
$5.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8KNew |
$607K - $651K
|
12.8K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.03% |
$2.65K - $2.85K
|
215K
$8.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
61.5K+ 3.94% |
$2.92M - $3.13M
|
1.62M
$67.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
687+ 2.65% |
$32.6K - $34.9K
|
26.6K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-16.8K- 44.72% |
$799K - $856K
|
20.8K
$872K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.21K+ 53.34% |
$152K - $163K
|
9.22K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-448- 69.14% |
$21.2K - $22.8K
|
200
$8.38K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2K+ 34.51% |
$94.9K - $102K
|
7.8K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-151- 2.4% |
$7.16K - $7.67K
|
6.14K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.46KNew |
$212K - $227K
|
4.46K
$187K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-519- 3.55% |
$24.6K - $26.4K
|
14.1K
$590K
|
|
| Q2 2024 | |||||||
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.73K+ 86.79% |
$207K - $228K
|
10.2K
$426K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
5K+ 94.34% |
$219K - $241K
|
10.3K
$431K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.71KNew |
$293K - $324K
|
6.71K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.75K- 27.52% |
$251K - $278K
|
15.2K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.34KNew |
$102K - $113K
|
2.34K
$98.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$196K - $216K
|
4.48K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
131KNew |
$5.74M - $6.34M
|
131K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$2.14K - $2.37K
|
49
$2.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.7K- 50.0% |
$599K - $661K
|
13.7K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.2MNew |
$52.4M - $57.9M
|
1.2M
$50.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3KNew |
$131K - $145K
|
3K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70New |
$3.06K - $3.38K
|
70
$2.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
84.6KNew |
$3.7M - $4.08M
|
84.6K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180K+ 9.85% |
$7.85M - $8.67M
|
2M
$83.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$22.1K - $24.4K
|
506
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
100KNew |
$4.37M - $4.83M
|
100K
$4.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-813- 56.69% |
$35.5K - $39.3K
|
621
$26K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
9.19KNew |
$402K - $444K
|
9.19K
$385K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$87.4 - $96.6
|
1.24K
$51.7K
|
|