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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-61- 0.9% |
$2.44K - $2.8K
|
6.69K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 41.82% |
$192K - $219K
|
6.65K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-111- 30.75% |
$4.45K - $5.09K
|
250
$11.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-613- 82.28% |
$24.6K - $28.1K
|
132
$6.13K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.21K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.65K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
650+ 13.62% |
$29.3K - $32.6K
|
5.42K
$252K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
589New |
$26.6K - $29.5K
|
589
$27.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 69.33% |
$484K - $538K
|
4.75K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 30.34% |
$164K - $182K
|
15.6K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.08K+ 3.07% |
$48.7K - $54K
|
36.3K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
22.5KNew |
$1.02M - $1.13M
|
22.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.08K+ 7.15% |
$139K - $154K
|
46.1K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.33K+ 4443.33% |
$240K - $267K
|
5.45K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20New |
$902 - $1K
|
20
$929
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-900- 8.33% |
$40.6K - $45.1K
|
9.9K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
393+ 128.01% |
$17.7K - $19.7K
|
700
$32.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-29.4K- 47.08% |
$1.33M - $1.47M
|
33.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$45.1 - $50.1
|
4.73K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.97K+ 113.99% |
$269K - $299K
|
11.2K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-186- 83.04% |
$8.39K - $9.31K
|
38
$1.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.69KNew |
$301K - $335K
|
6.69K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 67.65% |
$569K - $632K
|
6.04K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
296+ 5.8% |
$13.3K - $14.8K
|
5.4K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-44.7K- 81.13% |
$2.02M - $2.24M
|
10.4K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-186- 83.04% |
$8.39K - $9.31K
|
38
$1.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-264K- 67.76% |
$11.9M - $13.2M
|
126K
$5.84M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$686K - $762K
|
15.2K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
38.3KNew |
$1.73M - $1.92M
|
38.3K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.36KNew |
$61.2K - $68K
|
1.36K
$63.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75+ 1.58% |
$3.38K - $3.76K
|
4.84K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
355New |
$16K - $17.8K
|
355
$16.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$1.67K - $1.85K
|
37
$1.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-17K- 49.28% |
$767K - $851K
|
17.5K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$465K - $517K
|
10.3K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.29% |
$180 - $200
|
1.36K
$63.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
169+ 3.05% |
$7.62K - $8.46K
|
5.72K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$947K - $1.05M
|
21K
$976K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
956New |
$43.1K - $47.9K
|
956
$44.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.7K- 34.59% |
$76.4K - $84.9K
|
3.21K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.51KNew |
$294K - $326K
|
6.51K
$303K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-129K- 58.39% |
$5.82M - $6.46M
|
91.9K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.55KNew |
$250K - $278K
|
5.55K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.34KNew |
$241K - $267K
|
5.34K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
524New |
$23.6K - $26.2K
|
524
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
437New |
$19.7K - $21.9K
|
437
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.13K- 6.07% |
$231K - $257K
|
79.3K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15.5KNew |
$700K - $777K
|
15.5K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.45K+ 10.36% |
$65.2K - $72.4K
|
15.4K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 1085.89% |
$3.43M - $3.81M
|
83K
$3.86M
|
|