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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
515+ 7.39% |
$22.5K - $24.9K
|
7.48K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$22.1K - $24.4K
|
506
$22.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
497New |
$21.7K - $24K
|
497
$22.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
430+ 30.05% |
$18.8K - $20.8K
|
1.86K
$83.9K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
409+ 2.25% |
$17.9K - $19.7K
|
18.6K
$836K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
389+ 14.91% |
$17K - $18.8K
|
3K
$135K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
340New |
$14.9K - $16.4K
|
340
$15.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
320+ 2.72% |
$14K - $15.4K
|
12.1K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
247+ 0.2% |
$10.8K - $11.9K
|
123K
$5.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
206+ 46.61% |
$9K - $9.95K
|
648
$29.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 0.83% |
$8.74K - $9.66K
|
24.2K
$1.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
190New |
$8.3K - $9.17K
|
190
$8.57K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 2.1% |
$8.22K - $9.08K
|
9.15K
$412K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
166+ 1.97% |
$7.25K - $8.01K
|
8.59K
$387K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
156+ 0.07% |
$6.82K - $7.53K
|
215K
$9.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150+ 2.5% |
$6.56K - $7.24K
|
6.14K
$277K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
133+ 3.96% |
$5.81K - $6.42K
|
3.49K
$157K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
114+ 2.25% |
$4.98K - $5.5K
|
5.19K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
108+ 0.58% |
$4.72K - $5.21K
|
18.7K
$841K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 14.86% |
$4.37K - $4.83K
|
773
$34.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
95+ 0.98% |
$4.15K - $4.59K
|
9.8K
$442K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
85+ 1.53% |
$3.71K - $4.1K
|
5.64K
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
80New |
$3.5K - $3.86K
|
80
$3.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 0.64% |
$3.32K - $3.67K
|
11.9K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70New |
$3.06K - $3.38K
|
70
$3.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$2.14K - $2.37K
|
49
$2.21K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 15.53% |
$1.4K - $1.54K
|
238
$10.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$87.4 - $96.6
|
1.24K
$55.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1- 0.02% |
$43.7 - $48.3
|
5.81K
$262K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$87.4 - $96.6
|
19.3K
$871K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5- 0.02% |
$219 - $241
|
21.7K
$976K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-13- 0.38% |
$568 - $628
|
3.43K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-21- 3.39% |
$918 - $1.01K
|
598
$27K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 5.45% |
$961 - $1.06K
|
382
$17.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-36- 0.19% |
$1.57K - $1.74K
|
19.2K
$864K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-58- 0.24% |
$2.53K - $2.8K
|
24.5K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-96- 0.95% |
$4.2K - $4.63K
|
9.99K
$450K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-148- 3.02% |
$6.47K - $7.15K
|
4.76K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-241- 2.4% |
$10.5K - $11.6K
|
9.79K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-252- 1.41% |
$11K - $12.2K
|
17.6K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 1.24% |
$11.1K - $12.3K
|
20.2K
$912K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-270- 6.09% |
$11.8K - $13K
|
4.17K
$188K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-319- 1.53% |
$13.9K - $15.4K
|
20.5K
$924K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-350- 29.97% |
$15.3K - $16.9K
|
818
$36.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-365- 4.28% |
$16K - $17.6K
|
8.17K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-465- 31.98% |
$20.3K - $22.5K
|
989
$44.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-492- 13.19% |
$21.5K - $23.8K
|
3.24K
$146K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-518- 2.3% |
$22.6K - $25K
|
22K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-604- 10.57% |
$26.4K - $29.2K
|
5.11K
$230K
|