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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
May 13, 2025 Q1 2025	Riverview Capital Advisers, LLC Boston, MA	BUY	-	9.96K New	$399K - $456K	9.96K $461K
Apr 10, 2025 Q1 2025	Channel Wealth LLC Santa Barbara, CA	BUY	-	9.59K + 17.25%	$384K - $440K	65.2K $3.02M
May 13, 2025 Q1 2025	Vest Gen Advisors, LLC Inverness, IL	BUY	-	9.5K New	$381K - $435K	9.5K $439K
May 09, 2025 Q1 2025	Core Cap Advisors, LLC Southfield, MI	BUY	-	8.81K + 16.18%	$353K - $404K	63.3K $2.93M
May 09, 2025 Q1 2025	Bank Of Nova Scotia	BUY	-	8.14K + 51.96%	$326K - $373K	23.8K $1.1M
Apr 29, 2025 Q1 2025	Capital Investment Advisory Services, LLC	BUY	-	7.9K New	$317K - $362K	7.9K $365K
Apr 14, 2025 Q1 2025	Park Avenue Securities LLC	BUY	-	7.83K + 9.35%	$314K - $359K	91.6K $4.24M
May 15, 2025 Q1 2025	Iht Wealth Management, LLC Chicago, IL	BUY	-	7.69K + 34.85%	$308K - $353K	29.8K $1.38M
May 09, 2025 Q1 2025	Commonwealth Equity Services, LLC	BUY	-	7.66K + 2.96%	$307K - $351K	267K $12.3M
May 13, 2025 Q1 2025	Tableaux LLC Stockbridge, MA	BUY	-	7.36K + 41.54%	$295K - $337K	25.1K $1.16M
Apr 16, 2025 Q1 2025	Dynamic Advisor Solutions LLC	BUY	-	6.84K New	$274K - $313K	6.84K $316K
May 13, 2025 Q1 2025	Cresset Asset Management, LLC Chicago, IL	BUY	-	6.66K New	$267K - $305K	6.66K $308K
May 02, 2025 Q1 2025	Theory Financial LLC Fort Collins, CO	BUY	-	6.65K + 9.43%	$267K - $305K	77.2K $3.57M
Apr 18, 2025 Q1 2025	Gsb Wealth Management, LLC	BUY	-	6.63K + 7.71%	$266K - $304K	92.5K $4.28M
May 14, 2025 Q1 2025	Smith, Moore & Co. Clayton, MO	BUY	-	6.25K New	$250K - $287K	6.25K $289K
Apr 11, 2025 Q1 2025	Afg Fiduciary Services Limited Partnership Hingham, MA	BUY	-	6.04K + 65.41%	$242K - $277K	15.3K $706K
May 05, 2025 Q1 2025	Ifp Advisors, Inc	BUY	-	5.4K + 351.04%	$216K - $248K	6.94K $321K
May 15, 2025 Q1 2025	Mariner, LLC Overland Park, KS	BUY	-	5.25K + 25.94%	$211K - $241K	25.5K $1.18M
May 13, 2025 Q1 2025	Neuberger Berman Group LLC New York, NY	BUY	-	4.8K + 57.07%	$192K - $220K	13.2K $611K
May 15, 2025 Q1 2025	Wolverine Trading, LLC Chicago, IL	BUY	-	4.48K + 71.93%	$180K - $205K	10.7K $495K
May 15, 2025 Q1 2025	Hrt Financial LP New York, NY	BUY	-	4.48K + 98.35%	$179K - $205K	9.03K $418K
May 14, 2025 Q1 2025	Level Four Advisory Services, LLC Dallas, TX	BUY	-	4.33K + 5.63%	$173K - $198K	81.2K $3.76M
May 28, 2025 Q1 2025	Jones Financial Companies Lllp	BUY	-	4.27K + 31.62%	$171K - $196K	17.8K $821K
Apr 25, 2025 Q1 2025	Round Angle Advisors LLC Red Bank, NJ	BUY	-	4.2K + 12.7%	$168K - $192K	37.2K $1.72M
May 14, 2025 Q1 2025	Atomi Financial Group, Inc. Irvine, CA	BUY	-	3.84K + 52.92%	$154K - $176K	11.1K $513K
Apr 09, 2025 Q1 2025	Leibman Financial Services, Inc. Louisville, NE	BUY	-	3.55K + 2.91%	$142K - $163K	125K $5.8M
Apr 16, 2025 Q1 2025	Sowa Financial Group, Inc. Lincoln, RI	BUY	-	3.01K + 5.37%	$121K - $138K	59K $2.73M
Apr 23, 2025 Q1 2025	Ferguson Shapiro LLC	BUY	-	2.88K + 5.04%	$115K - $132K	60K $2.77M
May 08, 2025 Q1 2025	Harbour Investments, Inc. Madison, WI	BUY	-	2.65K + 296.2%	$106K - $121K	3.54K $164K
May 14, 2025 Q1 2025	Zacks Investment Management Chicago, IL	BUY	-	2.6K + 7.67%	$104K - $119K	36.5K $1.69M
Apr 23, 2025 Q1 2025	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	2.5K + 19.51%	$100K - $115K	15.3K $708K
May 14, 2025 Q1 2025	Arrowstreet Capital, Limited Partnership Boston, MA	BUY	-	2.24K + 25.19%	$89.9K - $103K	11.2K $516K
Apr 22, 2025 Q1 2025	Cambridge Investment Research Advisors, Inc.	BUY	-	1.94K + 2.85%	$77.6K - $88.7K	69.9K $3.23M
Apr 29, 2025 Q1 2025	Brown Advisory Inc	BUY	-	1.86K + 12.04%	$74.3K - $85.1K	17.3K $799K
May 14, 2025 Q1 2025	Kestra Advisory Services, LLC	BUY	-	1.76K + 0.58%	$70.7K - $80.9K	308K $14.3M
May 15, 2025 Q1 2025	Mercer Global Advisors Inc Denver, CO	BUY	-	1.7K + 24.55%	$68.1K - $77.9K	8.62K $399K
May 14, 2025 Q1 2025	Circle Wealth Management, LLC Summit, NJ	BUY	-	1.66K + 2.44%	$66.5K - $76K	69.5K $3.22M
May 16, 2025 Q1 2025	Jones Financial Companies Lllp	BUY	-	1.62K + 13.62%	$64.8K - $74.1K	13.5K $624K
May 01, 2025 Q1 2025	Sbi Securities Co., Ltd. Tokyo, M0	BUY	-	1.53K + 0.47%	$61.3K - $70.2K	327K $15.1M
May 05, 2025 Q1 2025	Calton & Associates, Inc.	BUY	-	1.42K + 18.21%	$56.8K - $65K	9.2K $426K
Apr 23, 2025 Q1 2025	Golden State Equity Partners South Coast Metro, CA	BUY	-	1.33K + 11.38%	$53.4K - $61.1K	13K $603K
May 13, 2025 Q1 2025	Aptus Capital Advisors, LLC	BUY	-	1.32K + 78.75%	$53K - $60.7K	3K $139K
May 13, 2025 Q1 2025	Russell Investments Group, Ltd.	BUY	-	1.32K New	$52.9K - $60.5K	1.32K $61K
Apr 28, 2025 Q1 2025	Carmel Capital Management L.L.C.	BUY	-	1.3K + 1.02%	$52.1K - $59.6K	129K $5.97M
Apr 28, 2025 Q1 2025	Financial Advocates Investment Management Olympia, WA	BUY	-	1.13K + 13.86%	$45.1K - $51.6K	9.24K $428K
Apr 29, 2025 Q1 2025	Harbour Investment Management LLC Edmonds, WA	BUY	-	1.01K + 13.77%	$40.5K - $46.3K	8.35K $386K
May 15, 2025 Q1 2025	Qube Research & Technologies LTD London, X0	BUY	-	1K + 403.23%	$40.1K - $45.9K	1.25K $57.7K
May 13, 2025 Q1 2025	Tyler Stone Wealth Management Beachwood, OH	BUY	-	976 + 16.97%	$39.1K - $44.7K	6.73K $311K
May 01, 2025 Q1 2025	Rainey & Randall Investment Management Inc. Celebration, FL	BUY	-	953 + 16.11%	$38.2K - $43.7K	6.87K $318K
Apr 07, 2025 Q1 2025	Lowe Wealth Advisors, LLC	BUY	-	947 + 4.74%	$38K - $43.4K	20.9K $968K

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EPI shares.

Notify only if

Value

Any

Insider Trading

Get notified when an Wisdomtree Tr India Earnings F insider buys or sells EPI shares.

Notify only if

Operation

Any

Value

Any

Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

20 item(s) selected

News

Receive news related to WISDOMTREE TR INDIA EARNINGS F

Track Activities on EPI

Account

Purchases and Sales Made in Q1 2025 in Wisdomtree Tr India Earnings F (EPI)

9.96K

9.59K

9.5K

8.81K

8.14K

7.9K

7.83K

7.69K

7.66K

7.36K

6.84K

6.66K

6.65K

6.63K

6.25K

6.04K

5.4K

5.25K

4.8K

4.48K

4.48K

4.33K

4.27K

4.2K

3.84K

3.55K

3.01K

2.88K

2.65K

2.6K

2.5K

2.24K

1.94K

1.86K

1.76K

1.7K

1.66K

1.62K

1.53K

1.42K

1.33K

1.32K

1.32K

1.3K

1.13K

1.01K

1K

976

953

947

Track Institutional and Insider Activities on EPI

Institutional Portfolio Updates

Insider Trading

News