Purchases and Sales Made in Q4 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INDIA EARNINGS F.
| 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
$664K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 31.79% |
$605K - $672K
|
55.6K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.7KNew |
$528K - $586K
|
11.7K
$511K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.9K+ 509.72% |
$490K - $544K
|
13K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.4K+ 123.49% |
$470K - $522K
|
18.9K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$465K - $517K
|
10.3K
$450K
|
|
|
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
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$452K - $502K
|
10K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$451K - $501K
|
10K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 26.88% |
$439K - $487K
|
45.9K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.23KNew |
$416K - $462K
|
9.23K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.41KNew |
$379K - $421K
|
8.41K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.38K+ 9.02% |
$378K - $420K
|
101K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.27K+ 20.99% |
$373K - $414K
|
47.7K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.68K+ 142.58% |
$346K - $385K
|
13.1K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.25KNew |
$327K - $363K
|
7.25K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.95K+ 11.02% |
$313K - $348K
|
70K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87K+ 140.14% |
$310K - $344K
|
11.8K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.87KNew |
$310K - $344K
|
6.87K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.81K+ 16.25% |
$307K - $341K
|
48.7K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.79K+ 6.7% |
$306K - $340K
|
108K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.75KNew |
$304K - $338K
|
6.75K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.69KNew |
$301K - $335K
|
6.69K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.68K+ 5.37% |
$301K - $334K
|
131K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.53K+ 13.63% |
$295K - $327K
|
54.5K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.51KNew |
$294K - $326K
|
6.51K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.41K+ 80.56% |
$289K - $321K
|
14.4K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.23KNew |
$281K - $312K
|
6.23K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.17K+ 7.95% |
$278K - $309K
|
83.7K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.05% |
$273K - $303K
|
205K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.97K+ 113.99% |
$269K - $299K
|
11.2K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.91K+ 4.91% |
$266K - $296K
|
126K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 21.76% |
$266K - $296K
|
33.1K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.85KNew |
$264K - $293K
|
5.85K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.67K+ 35.29% |
$255K - $284K
|
21.7K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.55KNew |
$250K - $278K
|
5.55K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.51KNew |
$248K - $276K
|
5.51K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.46K+ 21.68% |
$246K - $274K
|
30.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.34KNew |
$241K - $267K
|
5.34K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.33K+ 4443.33% |
$240K - $267K
|
5.45K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.22K+ 33.16% |
$235K - $261K
|
21K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.55KNew |
$205K - $228K
|
4.55K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 13.7% |
$179K - $199K
|
33K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 49.34% |
$177K - $196K
|
11.9K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 2.41% |
$171K - $190K
|
161K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.65K+ 418.71% |
$164K - $183K
|
4.52K
$197K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 30.34% |
$164K - $182K
|
15.6K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.08K+ 7.15% |
$139K - $154K
|
46.1K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.06K+ 4.54% |
$138K - $153K
|
70.5K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.92K+ 3.95% |
$132K - $146K
|
76.8K
$3.35M
|