Latest Institutional Purchases of Wisdomtree Tr India Earnings F (EPI)
This list provides information on the latest institutional transactions involving Wisdomtree Tr India Earnings F (EPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$686K - $762K
|
15.2K
$637K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 31.79% |
$605K - $672K
|
55.6K
$2.33M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.7KNew |
$528K - $586K
|
11.7K
$490K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.9K+ 509.72% |
$490K - $544K
|
13K
$544K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.4K+ 123.49% |
$470K - $522K
|
18.9K
$790K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$465K - $517K
|
10.3K
$432K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$458K - $509K
|
10.2K
$425K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$452K - $502K
|
10K
$420K
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$451K - $501K
|
10K
$419K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 26.88% |
$439K - $487K
|
45.9K
$1.92M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.23KNew |
$416K - $462K
|
9.23K
$387K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.41KNew |
$379K - $421K
|
8.41K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.38K+ 9.02% |
$378K - $420K
|
101K
$4.24M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.27K+ 20.99% |
$373K - $414K
|
47.7K
$2M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.68K+ 142.58% |
$346K - $385K
|
13.1K
$547K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.25KNew |
$327K - $363K
|
7.25K
$304K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.95K+ 11.02% |
$313K - $348K
|
70K
$2.93M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87K+ 140.14% |
$310K - $344K
|
11.8K
$493K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.87KNew |
$310K - $344K
|
6.87K
$288K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.81K+ 16.25% |
$307K - $341K
|
48.7K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.79K+ 6.7% |
$306K - $340K
|
108K
$4.53M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.75KNew |
$304K - $338K
|
6.75K
$283K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.69KNew |
$301K - $335K
|
6.69K
$280K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.68K+ 5.37% |
$301K - $334K
|
131K
$5.49M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.53K+ 13.63% |
$295K - $327K
|
54.5K
$2.28M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.51KNew |
$294K - $326K
|
6.51K
$273K
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.41K+ 80.56% |
$289K - $321K
|
14.4K
$601K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.23KNew |
$281K - $312K
|
6.23K
$261K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.17K+ 7.95% |
$278K - $309K
|
83.7K
$3.51M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.05% |
$273K - $303K
|
205K
$8.58M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.97K+ 113.99% |
$269K - $299K
|
11.2K
$470K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.91K+ 4.91% |
$266K - $296K
|
126K
$5.29M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 21.76% |
$266K - $296K
|
33.1K
$1.38M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.85KNew |
$264K - $293K
|
5.85K
$245K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.67K+ 35.29% |
$255K - $284K
|
21.7K
$910K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.55KNew |
$250K - $278K
|
5.55K
$232K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.51KNew |
$248K - $276K
|
5.51K
$231K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.46K+ 21.68% |
$246K - $274K
|
30.7K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.34KNew |
$241K - $267K
|
5.34K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.33K+ 4443.33% |
$240K - $267K
|
5.45K
$228K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.22K+ 33.16% |
$235K - $261K
|
21K
$878K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.55KNew |
$205K - $228K
|
4.55K
$191K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 13.7% |
$179K - $199K
|
33K
$1.38M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 49.34% |
$177K - $196K
|
11.9K
$497K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 2.41% |
$171K - $190K
|
161K
$6.76M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.65K+ 418.71% |
$164K - $183K
|
4.52K
$189K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 30.34% |
$164K - $182K
|
15.6K
$654K
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.08K+ 7.15% |
$139K - $154K
|
46.1K
$1.93M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.06K+ 4.54% |
$138K - $153K
|
70.5K
$2.95M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.92K+ 3.95% |
$132K - $146K
|
76.8K
$3.22M
|