Purchases and Sales Made in Q1 2025 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q1 2025. 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 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
47.6K+ 10.79% |
$1.91M - $2.18M
|
489K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
45.7K+ 18.71% |
$1.83M - $2.09M
|
290K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
35.2KNew |
$1.41M - $1.61M
|
35.2K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.7K+ 3.58% |
$1.31M - $1.5M
|
946K
$42.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.2KNew |
$768K - $879K
|
19.2K
$867K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18.8KNew |
$752K - $861K
|
18.8K
$850K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 14.45% |
$686K - $784K
|
135K
$6.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
14K+ 21.89% |
$560K - $641K
|
77.8K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.9K+ 66.18% |
$556K - $636K
|
34.8K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8K+ 1275400.0% |
$511K - $585K
|
12.8K
$577K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9.59K+ 17.25% |
$384K - $440K
|
65.2K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.83K+ 9.35% |
$314K - $359K
|
91.6K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.84KNew |
$274K - $313K
|
6.84K
$309K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.63K+ 7.71% |
$266K - $304K
|
92.5K
$4.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.04K+ 65.41% |
$242K - $277K
|
15.3K
$691K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.55K+ 2.91% |
$142K - $163K
|
125K
$5.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.01K+ 5.37% |
$121K - $138K
|
59K
$2.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.88K+ 5.04% |
$115K - $132K
|
60K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 19.51% |
$100K - $115K
|
15.3K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 2.85% |
$77.6K - $88.7K
|
69.9K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33K+ 11.38% |
$53.4K - $61.1K
|
13K
$590K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
947+ 4.74% |
$38K - $43.4K
|
20.9K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
762+ 3.51% |
$30.5K - $34.9K
|
22.5K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 8.21% |
$27.7K - $31.7K
|
9.11K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
300+ 0.1% |
$12K - $13.8K
|
296K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$11.3K - $13K
|
283
$12.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132+ 52.59% |
$5.29K - $6.05K
|
383
$17.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
120+ 30.0% |
$4.81K - $5.5K
|
520
$23.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
107+ 0.62% |
$4.29K - $4.91K
|
17.3K
$781K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.8% |
$4.01K - $4.59K
|
5.65K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 18.92% |
$2.81K - $3.21K
|
440
$19.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.58K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.18K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$40.1 - $45.9
|
818
$37K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-61- 0.9% |
$2.44K - $2.8K
|
6.69K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-111- 30.75% |
$4.45K - $5.09K
|
250
$11.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 25.6% |
$7.66K - $8.76K
|
555
$25.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-238- 1.0% |
$9.54K - $10.9K
|
23.7K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-241- 0.44% |
$9.66K - $11K
|
54.3K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-349- 2.97% |
$14K - $16K
|
11.4K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-607- 6.42% |
$24.3K - $27.8K
|
8.84K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-613- 82.28% |
$24.6K - $28.1K
|
132
$5.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-650- 11.99% |
$26.1K - $29.8K
|
4.77K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-2.33K- 1.09% |
$93.4K - $107K
|
212K
$9.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.59K- 72.59% |
$104K - $119K
|
976
$44.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.46K- 13.95% |
$138K - $158K
|
21.3K
$964K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.18K- 7.16% |
$168K - $192K
|
54.3K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.2K- 73.68% |
$168K - $193K
|
1.5K
$67.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.27K- 27.44% |
$171K - $196K
|
11.3K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 41.82% |
$192K - $219K
|
6.65K
$301K
|