Purchases and Sales Made in Q2 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 614.7% |
$947K - $1.05M
|
25.2K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.6K+ 64.79% |
$946K - $1.05M
|
55.1K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.4K+ 278.46% |
$934K - $1.03M
|
29K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 6.74% |
$858K - $948K
|
311K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.1KNew |
$834K - $922K
|
19.1K
$831K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 17.63% |
$825K - $912K
|
126K
$5.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 13.36% |
$796K - $879K
|
154K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.6KNew |
$725K - $801K
|
16.6K
$723K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.9K+ 15.18% |
$695K - $768K
|
121K
$5.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.7K+ 26.28% |
$643K - $711K
|
70.7K
$3.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.7K+ 6.37% |
$641K - $708K
|
245K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
14K+ 38.33% |
$611K - $675K
|
50.5K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
13.9K+ 28.39% |
$607K - $670K
|
62.8K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
13.7K+ 100.0% |
$599K - $661K
|
27.4K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
13.4KNew |
$584K - $646K
|
13.4K
$582K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.9KNew |
$563K - $622K
|
12.9K
$561K
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
12.8KNew |
$557K - $616K
|
12.8K
$555K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.7KNew |
$554K - $612K
|
12.7K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 11.16% |
$500K - $552K
|
114K
$4.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
10.3KNew |
$451K - $498K
|
10.3K
$449K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.3K+ 178.97% |
$450K - $497K
|
16.1K
$699K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 8.45% |
$441K - $487K
|
129K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.67K+ 20.17% |
$422K - $467K
|
57.6K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
9.19KNew |
$402K - $444K
|
9.19K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.07K+ 20.52% |
$396K - $438K
|
53.3K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.87K+ 9.61% |
$388K - $428K
|
101K
$4.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.33KNew |
$364K - $402K
|
8.33K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$361K - $398K
|
8.25K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.53K+ 27.86% |
$329K - $363K
|
34.5K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.44KNew |
$325K - $359K
|
7.44K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
7.19KNew |
$314K - $347K
|
7.19K
$313K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.97KNew |
$304K - $336K
|
6.97K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.95KNew |
$303K - $335K
|
6.95K
$302K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.71KNew |
$293K - $324K
|
6.71K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.5KNew |
$284K - $314K
|
6.5K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.45K+ 31.66% |
$282K - $311K
|
26.8K
$1.17M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.1KNew |
$266K - $294K
|
6.1K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.05K+ 12.01% |
$264K - $292K
|
56.4K
$2.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.01KNew |
$263K - $290K
|
6.01K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.89KNew |
$257K - $284K
|
5.89K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.67K+ 6.93% |
$248K - $274K
|
87.6K
$3.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.53KNew |
$241K - $267K
|
5.53K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.5K+ 7.97% |
$240K - $265K
|
74.5K
$3.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.4K+ 18.99% |
$236K - $261K
|
33.9K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.34K+ 54.63% |
$233K - $258K
|
15.1K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5KNew |
$219K - $241K
|
5K
$218K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.91KNew |
$214K - $237K
|
4.91K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.9KNew |
$214K - $237K
|
4.9K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.86KNew |
$212K - $235K
|
4.86K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.82KNew |
$211K - $233K
|
4.82K
$210K
|