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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.8K+ 6.13% |
$73.6K - $80.6K
|
31.1K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8KNew |
$73.5K - $80.5K
|
1.8K
$78.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.43KNew |
$58.7K - $64.3K
|
1.43K
$62.5K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 8707.14% |
$49.9K - $54.7K
|
1.23K
$53.7K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.22K+ 5.57% |
$49.8K - $54.6K
|
23.1K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.21K+ 12.2% |
$49.6K - $54.3K
|
11.1K
$484K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 49.55% |
$47.8K - $52.4K
|
3.53K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.13K+ 8.31% |
$46.1K - $50.5K
|
14.7K
$639K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.1K+ 4.8% |
$45.1K - $49.4K
|
24K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
1.06K+ 13.04% |
$43.3K - $47.4K
|
9.16K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.02K+ 42.34% |
$41.9K - $45.9K
|
3.44K
$150K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 10.49% |
$41.5K - $45.5K
|
10.7K
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1K+ 9.27% |
$41K - $44.9K
|
11.8K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
855+ 0.92% |
$35K - $38.4K
|
93.9K
$4.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
766+ 29.59% |
$31.4K - $34.4K
|
3.36K
$146K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
736New |
$30.1K - $33K
|
736
$32.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
573New |
$23.5K - $25.7K
|
573
$25K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
532+ 26.83% |
$21.8K - $23.9K
|
2.52K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
529New |
$21.7K - $23.7K
|
529
$23K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
480+ 2.55% |
$19.7K - $21.5K
|
19.3K
$842K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 45.4% |
$18.6K - $20.4K
|
1.45K
$63.3K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
345+ 23.88% |
$14.1K - $15.5K
|
1.79K
$78K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
315+ 103.62% |
$12.9K - $14.1K
|
619
$27K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
300+ 0.23% |
$12.3K - $13.5K
|
128K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
256New |
$10.5K - $11.5K
|
256
$11.1K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
212New |
$8.68K - $9.51K
|
212
$9.23K
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
201+ 1.97% |
$8.23K - $9.02K
|
10.4K
$453K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200New |
$8.19K - $8.97K
|
200
$8.71K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
200+ 36.04% |
$8.19K - $8.97K
|
755
$32.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
196+ 1960.0% |
$8.03K - $8.79K
|
206
$8.97K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
165New |
$6.76K - $7.4K
|
165
$7.19K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
148+ 0.78% |
$6.06K - $6.64K
|
19.2K
$836K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
145+ 0.6% |
$5.94K - $6.51K
|
24.4K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
140New |
$5.73K - $6.28K
|
140
$6.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
134+ 2.5% |
$5.49K - $6.01K
|
5.49K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 10.06% |
$4.1K - $4.49K
|
1.09K
$47.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56New |
$2.29K - $2.51K
|
56
$2.44K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
54New |
$2.21K - $2.42K
|
54
$2.35K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
25New |
$1.02K - $1.12K
|
25
$1.09K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.23% |
$819 - $897
|
8.54K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$81.9 - $89.7
|
2
$87.1
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.17% |
$164 - $179
|
180
$7.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.98% |
$164 - $179
|
404
$17.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.71% |
$2.05K - $2.24K
|
6.95K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-100- 45.45% |
$4.1K - $4.49K
|
120
$5.23K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-100- 0.11% |
$4.1K - $4.49K
|
93.8K
$4.08M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.64% |
$4.1K - $4.49K
|
15.6K
$679K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 7.92% |
$4.1K - $4.49K
|
1.16K
$50.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-106- 0.05% |
$4.34K - $4.76K
|
215K
$9.35M
|