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 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 4.78% |
$50.4K - $58K
|
26.7K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.09K+ 2.0% |
$44.9K - $51.7K
|
55.4K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.05K+ 0.23% |
$43.4K - $50K
|
460K
$20.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.04K+ 0.77% |
$43K - $49.5K
|
136K
$6.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.02K+ 12.95% |
$42.2K - $48.6K
|
8.92K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
997+ 4.97% |
$41.2K - $47.4K
|
21.1K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
866+ 0.99% |
$35.8K - $41.2K
|
88.6K
$4.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
810+ 14.33% |
$33.5K - $38.5K
|
6.46K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
750New |
$31K - $35.6K
|
750
$34.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
703+ 3.3% |
$29K - $33.4K
|
22K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
661+ 127.12% |
$27.3K - $31.4K
|
1.18K
$53.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
634+ 6.68% |
$26.2K - $30.1K
|
10.1K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
600+ 7.59% |
$24.8K - $28.5K
|
8.5K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
560+ 0.69% |
$23.1K - $26.6K
|
81.7K
$3.72M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
522+ 7.76% |
$21.6K - $24.8K
|
7.25K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
450New |
$18.6K - $21.4K
|
450
$20.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
400+ 0.31% |
$16.5K - $19K
|
129K
$5.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
367+ 10.36% |
$15.2K - $17.4K
|
3.91K
$178K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
351+ 7.69% |
$14.5K - $16.7K
|
4.92K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
331+ 2.51% |
$13.7K - $15.7K
|
13.5K
$615K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
278+ 3.08% |
$11.5K - $13.2K
|
9.32K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
275+ 0.46% |
$11.4K - $13.1K
|
60.3K
$2.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 2.02% |
$10.7K - $12.3K
|
13K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
243+ 1.29% |
$10K - $11.5K
|
19K
$866K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
216+ 1.41% |
$8.92K - $10.3K
|
15.5K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
182+ 1.97% |
$7.52K - $8.65K
|
9.42K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
169+ 1.95% |
$6.98K - $8.03K
|
8.84K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
154+ 1.02% |
$6.36K - $7.32K
|
15.2K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147+ 0.73% |
$6.07K - $6.99K
|
20.4K
$928K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
122+ 0.54% |
$5.04K - $5.8K
|
22.5K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
100New |
$4.13K - $4.75K
|
100
$4.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
75+ 1.09% |
$3.1K - $3.56K
|
6.94K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
74+ 0.08% |
$3.06K - $3.52K
|
92.6K
$4.22M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
56+ 19.79% |
$2.31K - $2.66K
|
339
$15.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
32New |
$1.32K - $1.52K
|
32
$1.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.16% |
$1.32K - $1.52K
|
20.6K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30+ 0.43% |
$1.24K - $1.43K
|
7.06K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 0.2% |
$1.03K - $1.19K
|
12.4K
$565K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 3.41% |
$620 - $713
|
455
$20.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 18.42% |
$289 - $333
|
45
$2.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 8.67% |
$620 - $713
|
158
$7.19K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-22- 0.17% |
$909 - $1.05K
|
13K
$593K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.21% |
$909 - $1.05K
|
10.3K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 0.55% |
$2.07K - $2.38K
|
9.05K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-50- 1.54% |
$2.07K - $2.38K
|
3.2K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 28.57% |
$3.3K - $3.8K
|
200
$9.11K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-81- 0.6% |
$3.35K - $3.85K
|
13.4K
$610K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-88- 0.25% |
$3.63K - $4.18K
|
34.7K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-89- 0.81% |
$3.68K - $4.23K
|
10.9K
$494K
|