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 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
4.78K+ 52.18% |
$209K - $231K
|
13.9K
$629K
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.73K+ 86.79% |
$207K - $228K
|
10.2K
$459K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.49K+ 1200.8% |
$196K - $217K
|
4.87K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$196K - $216K
|
4.48K
$202K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.39KNew |
$192K - $212K
|
4.39K
$198K
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.27K+ 1.94% |
$186K - $206K
|
224K
$10.1M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.2K+ 21.21% |
$184K - $203K
|
24K
$1.08M
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.42KNew |
$149K - $165K
|
3.42K
$154K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.25K+ 32.27% |
$142K - $157K
|
13.3K
$601K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.19K+ 13.85% |
$140K - $154K
|
26.3K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.15K+ 594.71% |
$137K - $152K
|
3.68K
$166K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.1K+ 17.72% |
$135K - $150K
|
20.6K
$929K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.01K+ 28.03% |
$132K - $145K
|
13.8K
$620K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3K+ 1310.04% |
$131K - $145K
|
3.23K
$146K
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3KNew |
$131K - $145K
|
3K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.78K+ 91.65% |
$121K - $134K
|
5.81K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.52K+ 53.34% |
$110K - $121K
|
7.23K
$326K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.5K+ 18.07% |
$109K - $121K
|
16.3K
$736K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.34KNew |
$102K - $113K
|
2.34K
$106K
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
2.22K+ 2.75% |
$96.9K - $107K
|
82.8K
$3.73M
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.21K+ 12.12% |
$96.4K - $107K
|
20.4K
$920K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.2K+ 298.64% |
$96.1K - $106K
|
2.93K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 11.63% |
$85.3K - $94.3K
|
18.7K
$845K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.9K+ 18.74% |
$83.1K - $91.8K
|
12K
$543K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.83KNew |
$80.1K - $88.5K
|
1.83K
$82.7K
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.63K+ 1.98% |
$71.4K - $78.8K
|
84.3K
$3.8M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.63KNew |
$71.2K - $78.7K
|
1.63K
$73.5K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.59K+ 21.6% |
$69.4K - $76.7K
|
8.94K
$403K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.53K+ 8.17% |
$66.9K - $74K
|
20.3K
$914K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.71% |
$53.4K - $59K
|
72.9K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.16K+ 46.04% |
$50.6K - $55.9K
|
3.67K
$166K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 5.09% |
$50.3K - $55.6K
|
23.8K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.12KNew |
$48.9K - $54.1K
|
1.12K
$50.5K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
902+ 546.67% |
$39.4K - $43.5K
|
1.07K
$48.1K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
899+ 13.13% |
$39.3K - $43.4K
|
7.74K
$349K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
883+ 8.28% |
$38.6K - $42.6K
|
11.6K
$521K
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
875+ 2.68% |
$38.2K - $42.2K
|
33.5K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
800New |
$35K - $38.6K
|
800
$36.1K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
794+ 8.06% |
$34.7K - $38.3K
|
10.6K
$480K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
765New |
$33.4K - $36.9K
|
765
$34.5K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
750+ 14.15% |
$32.8K - $36.2K
|
6.05K
$273K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
706+ 5.08% |
$30.9K - $34.1K
|
14.6K
$659K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
700New |
$30.6K - $33.8K
|
700
$31.6K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
700+ 7.94% |
$30.6K - $33.8K
|
9.52K
$429K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
610New |
$26.7K - $29.5K
|
610
$27.5K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
600+ 12.94% |
$26.2K - $29K
|
5.24K
$236K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
585+ 12.45% |
$25.6K - $28.2K
|
5.29K
$238K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
565+ 11.59% |
$24.7K - $27.3K
|
5.44K
$245K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
550+ 2.25% |
$24K - $26.6K
|
25K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
530+ 0.55% |
$23.2K - $25.6K
|
96.2K
$4.34M
|