Purchases and Sales Made in Q3 2023 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.13K+ 353.17% |
$179K - $194K
|
6.58K
$287K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.79K+ 9.41% |
$167K - $181K
|
55.6K
$2.42M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.99KNew |
$105K - $114K
|
2.99K
$130K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.98K+ 21.32% |
$104K - $113K
|
17K
$740K
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.86K+ 33.2% |
$99.8K - $108K
|
11.5K
$499K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.65K+ 15.08% |
$92.7K - $101K
|
20.3K
$882K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.36K+ 915.5% |
$82.5K - $89.6K
|
2.62K
$114K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
1.98K+ 32.84% |
$69.3K - $75.2K
|
8.02K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.93K+ 5.98% |
$67.3K - $73K
|
34.1K
$1.49M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.62K+ 5.75% |
$56.7K - $61.5K
|
29.8K
$1.3M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.54K+ 3148.98% |
$53.9K - $58.5K
|
1.59K
$69.3K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 8823.53% |
$52.4K - $56.9K
|
1.52K
$66.1K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.5K+ 8823.53% |
$52.4K - $56.9K
|
1.52K
$66.1K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.36KNew |
$47.5K - $51.6K
|
1.36K
$59.2K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 9.8% |
$41.4K - $45K
|
13.3K
$579K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.07K+ 5.8% |
$37.4K - $40.6K
|
19.5K
$851K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 4.7% |
$36K - $39K
|
22.9K
$999K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
998New |
$34.9K - $37.8K
|
998
$43.5K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
725+ 10.26% |
$25.3K - $27.5K
|
7.79K
$339K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
719+ 231.19% |
$25.1K - $27.3K
|
1.03K
$44.9K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
718+ 2.5% |
$25.1K - $27.2K
|
29.4K
$1.28M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
675+ 3.06% |
$23.6K - $25.6K
|
22.8K
$991K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
673New |
$23.5K - $25.5K
|
673
$29.3K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
630+ 3.31% |
$22K - $23.9K
|
19.6K
$856K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
565+ 1.33% |
$19.7K - $21.4K
|
43K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
512+ 52.73% |
$17.9K - $19.4K
|
1.48K
$64.6K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$17.5K - $19K
|
500
$21.8K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
500+ 50000.0% |
$17.5K - $19K
|
501
$21.8K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
461+ 1.24% |
$16.1K - $17.5K
|
37.7K
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
429New |
$15K - $16.3K
|
429
$18.7K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 60.48% |
$7.86K - $8.53K
|
597
$26K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
223New |
$7.79K - $8.46K
|
223
$9.71K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
222+ 2.46% |
$7.76K - $8.42K
|
9.25K
$403K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
196New |
$6.85K - $7.43K
|
196
$8.54K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
180+ 0.99% |
$6.29K - $6.83K
|
18.4K
$802K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
78+ 44.57% |
$2.73K - $2.96K
|
253
$11K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55New |
$1.92K - $2.09K
|
55
$2.4K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 1.49% |
$1.64K - $1.78K
|
3.21K
$140K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 10.5% |
$1.4K - $1.52K
|
421
$18.3K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.37% |
$1.15K - $1.25K
|
8.98K
$391K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11New |
$384 - $417
|
11
$479
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-23- 0.11% |
$804 - $872
|
20.4K
$887K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-107- 0.49% |
$3.74K - $4.06K
|
21.6K
$940K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-108- 43.55% |
$3.77K - $4.1K
|
140
$6.1K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-130- 2.29% |
$4.54K - $4.93K
|
5.55K
$241K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-198- 1.36% |
$6.92K - $7.51K
|
14.4K
$627K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-250- 4.35% |
$8.74K - $9.48K
|
5.5K
$240K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-257- 4.22% |
$8.98K - $9.75K
|
5.83K
$254K
|