Purchases and Sales Made in Q1 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.11KNew |
$332K - $364K
|
8.11K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.68KNew |
$314K - $344K
|
7.68K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.64K+ 51.03% |
$313K - $343K
|
22.6K
$985K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.49KNew |
$307K - $336K
|
7.49K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.35KNew |
$301K - $330K
|
7.35K
$320K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$298K - $327K
|
7.28K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 45.16% |
$289K - $317K
|
22.7K
$988K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
6.93KNew |
$284K - $311K
|
6.93K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.88K+ 47.77% |
$282K - $309K
|
21.3K
$927K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.85KNew |
$280K - $307K
|
6.85K
$298K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.36K+ 34.97% |
$261K - $285K
|
24.6K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.28KNew |
$257K - $282K
|
6.28K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.11K+ 7.09% |
$250K - $274K
|
92.3K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.1KNew |
$250K - $274K
|
6.1K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.98K+ 2.8% |
$245K - $269K
|
220K
$9.57M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.81KNew |
$238K - $261K
|
5.81K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.75KNew |
$236K - $258K
|
5.75K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.72KNew |
$234K - $256K
|
5.72K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.56KNew |
$228K - $249K
|
5.56K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.49KNew |
$225K - $246K
|
5.49K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$223K - $245K
|
5.45K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.3K+ 40.77% |
$217K - $238K
|
18.3K
$797K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.2K+ 5200.0% |
$213K - $233K
|
5.3K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.1K+ 5.0% |
$209K - $229K
|
107K
$4.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.07KNew |
$208K - $228K
|
5.07K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
5KNew |
$205K - $224K
|
5K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.92KNew |
$202K - $221K
|
4.92K
$214K
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
4.91K+ 6.31% |
$201K - $220K
|
82.7K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.91KNew |
$201K - $220K
|
4.91K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.88KNew |
$200K - $219K
|
4.88K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.72KNew |
$193K - $212K
|
4.72K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.7KNew |
$193K - $211K
|
4.7K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$191K - $209K
|
4.66K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.64KNew |
$190K - $208K
|
4.64K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.04K+ 71.94% |
$165K - $181K
|
9.66K
$421K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.02K+ 13.67% |
$165K - $180K
|
33.4K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.76K+ 74.44% |
$154K - $169K
|
8.82K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.25KNew |
$133K - $146K
|
3.25K
$142K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.25K+ 8.36% |
$133K - $146K
|
42.1K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.13K+ 524.79% |
$128K - $141K
|
3.73K
$162K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.07K+ 44.12% |
$126K - $138K
|
10K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.03KNew |
$124K - $136K
|
3.03K
$132K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3K+ 27.69% |
$123K - $135K
|
13.8K
$602K
|
|
|
May 07, 2024
Q1 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.66K+ 31.03% |
$109K - $119K
|
11.2K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.55K+ 43.3% |
$104K - $114K
|
8.42K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.45KNew |
$100K - $110K
|
2.45K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.4K+ 2891.57% |
$98.3K - $108K
|
2.48K
$108K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.34K+ 45.97% |
$95.9K - $105K
|
7.43K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.14K+ 26.7% |
$87.6K - $95.9K
|
10.1K
$442K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.89K+ 27.53% |
$77.6K - $85K
|
8.78K
$382K
|