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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
933+ 3.4% |
$37.4K - $42.8K
|
28.4K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
762+ 3.51% |
$30.5K - $34.9K
|
22.5K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
759+ 3.49% |
$30.4K - $34.8K
|
22.5K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 8.21% |
$27.7K - $31.7K
|
9.11K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 17.45% |
$27.2K - $31.1K
|
4.56K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
677+ 5.29% |
$27.1K - $31K
|
13.5K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
651+ 5.04% |
$26.1K - $29.8K
|
13.6K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
600New |
$24K - $27.5K
|
600
$27.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
549+ 1.58% |
$22K - $25.2K
|
35.2K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
484+ 5.91% |
$19.4K - $22.2K
|
8.67K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
475New |
$19K - $21.8K
|
475
$22K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
457+ 10.12% |
$18.3K - $21K
|
4.98K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
345New |
$13.8K - $15.8K
|
345
$16K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
332New |
$13.3K - $15.2K
|
332
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
320+ 6.47% |
$12.8K - $14.7K
|
5.27K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
300+ 0.1% |
$12K - $13.8K
|
296K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$11.3K - $13K
|
283
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
197+ 0.19% |
$7.9K - $9.03K
|
101K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
164+ 0.87% |
$6.57K - $7.52K
|
19.1K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 115.38% |
$6.01K - $6.88K
|
280
$13K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132+ 52.59% |
$5.29K - $6.05K
|
383
$17.7K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
121+ 1.75% |
$4.85K - $5.55K
|
7.03K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
120+ 30.0% |
$4.81K - $5.5K
|
520
$24.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
107+ 0.62% |
$4.29K - $4.91K
|
17.3K
$799K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.8% |
$4.01K - $4.59K
|
5.65K
$261K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
95New |
$3.81K - $4.36K
|
95
$4.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 18.92% |
$2.81K - $3.21K
|
440
$20.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.64K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38New |
$1.52K - $1.74K
|
38
$1.76K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 3.22% |
$521 - $596
|
417
$19.3K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$200 - $229
|
15.6K
$721K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1+ 0.0% |
$40.1 - $45.9
|
138K
$6.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$40.1 - $45.9
|
818
$37.8K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-25- 0.28% |
$1K - $1.15K
|
8.87K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$2K - $2.29K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-61- 0.9% |
$2.44K - $2.8K
|
6.69K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-70- 0.85% |
$2.81K - $3.21K
|
8.2K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-99- 1.04% |
$3.97K - $4.54K
|
9.41K
$435K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-108- 0.98% |
$4.33K - $4.95K
|
10.9K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-111- 30.75% |
$4.45K - $5.09K
|
250
$11.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 25.6% |
$7.66K - $8.76K
|
555
$25.7K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-194- 0.93% |
$7.78K - $8.89K
|
20.6K
$951K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-200- 3.05% |
$8.02K - $9.17K
|
6.35K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-238- 1.0% |
$9.54K - $10.9K
|
23.7K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-240- 15.29% |
$9.62K - $11K
|
1.33K
$61.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-241- 0.44% |
$9.66K - $11K
|
54.3K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-322- 3.44% |
$12.9K - $14.8K
|
9.04K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-349- 2.97% |
$14K - $16K
|
11.4K
$528K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-607- 6.42% |
$24.3K - $27.8K
|
8.84K
$409K
|