Purchases and Sales Made in Q2 2025 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
426K+ 54.82% |
$17.6M - $20.3M
|
1.2M
$53.3M
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
181K+ 61.11% |
$7.46M - $8.59M
|
477K
$21.1M
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
173K+ 769.18% |
$7.14M - $8.22M
|
195K
$8.66M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61.7K+ 6.52% |
$2.55M - $2.93M
|
1.01M
$44.6M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60.6K+ 885.87% |
$2.5M - $2.88M
|
67.4K
$2.99M
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
52K+ 7.41% |
$2.15M - $2.47M
|
754K
$33.4M
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
46.2K+ 1.39% |
$1.91M - $2.2M
|
3.37M
$149M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.3KNew |
$1.7M - $1.96M
|
41.3K
$1.83M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 64.45% |
$1.5M - $1.73M
|
92.8K
$4.11M
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
31.9K+ 25.84% |
$1.32M - $1.52M
|
155K
$6.88M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
31.7K+ 92.31% |
$1.31M - $1.51M
|
66K
$2.92M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24.3K+ 126.78% |
$1M - $1.15M
|
43.5K
$1.93M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.2KNew |
$1M - $1.15M
|
24.2K
$1.07M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22.3K+ 482.16% |
$920K - $1.06M
|
26.9K
$1.19M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.4K+ 7.66% |
$844K - $971K
|
287K
$12.7M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17K+ 43.58% |
$701K - $807K
|
56K
$2.48M
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.3KNew |
$671K - $772K
|
16.3K
$720K
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
14.8K+ 33722.73% |
$613K - $705K
|
14.9K
$659K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10.2KNew |
$420K - $483K
|
10.2K
$450K
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
8.08K+ 0.82% |
$333K - $384K
|
987K
$43.7M
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.87KNew |
$325K - $374K
|
7.87K
$349K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15K+ 7.81% |
$295K - $340K
|
98.7K
$4.37M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.61K+ 2.28% |
$273K - $314K
|
296K
$13.1M
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
6.21K+ 1.85% |
$257K - $295K
|
342K
$15.2M
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.82K+ 31.58% |
$240K - $277K
|
24.3K
$1.07M
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
5.71K+ 16.24% |
$236K - $272K
|
40.9K
$1.81M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.6KNew |
$231K - $266K
|
5.6K
$248K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$211K - $243K
|
5.12K
$227K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.88KNew |
$201K - $232K
|
4.88K
$216K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.85KNew |
$200K - $231K
|
4.85K
$215K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.72K+ 8.5% |
$195K - $224K
|
60.2K
$2.67M
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.5KNew |
$186K - $214K
|
4.5K
$199K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.19K+ 9.68% |
$173K - $199K
|
47.5K
$2.1M
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.07K+ 26.62% |
$168K - $193K
|
19.3K
$857K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.9K+ 0.89% |
$161K - $185K
|
444K
$19.6M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.87K+ 6.96% |
$160K - $184K
|
59.5K
$2.64M
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.67% |
$147K - $169K
|
216K
$9.56M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.2K+ 46.16% |
$132K - $152K
|
10.1K
$449K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.77K+ 4.25% |
$114K - $132K
|
68K
$3.01M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.72K+ 12.12% |
$112K - $129K
|
25.2K
$1.12M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 10.36% |
$89.5K - $103K
|
23.1K
$1.02M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.84K+ 10.66% |
$76K - $87.4K
|
19.1K
$846K
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.48K+ 1.07% |
$61.1K - $70.3K
|
139K
$6.17M
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.31K+ 3.51% |
$54K - $62.1K
|
38.6K
$1.71M
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.24K+ 0.99% |
$51.3K - $59.1K
|
127K
$5.61M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.23K+ 81.67% |
$50.6K - $58.2K
|
2.73K
$121K
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.09K+ 2.0% |
$44.9K - $51.7K
|
55.4K
$2.46M
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.04K+ 0.77% |
$43K - $49.5K
|
136K
$6.04M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
997+ 4.97% |
$41.2K - $47.4K
|
21.1K
$933K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
866+ 0.99% |
$35.8K - $41.2K
|
88.6K
$3.92M
|