Purchases and Sales Made in Q3 2025 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
35.5K+ 102.06% |
$1.55M - $1.69M
|
70.2K
$3.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
24.4K+ 100.72% |
$1.07M - $1.16M
|
48.7K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 75.13% |
$511K - $556K
|
27.2K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$444K - $483K
|
10.2K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.57KNew |
$419K - $456K
|
9.57K
$436K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.67K+ 1.73% |
$336K - $365K
|
451K
$20.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.47K+ 8.12% |
$240K - $261K
|
72.9K
$3.32M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
5.16KNew |
$226K - $246K
|
5.16K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.57K+ 8.73% |
$156K - $170K
|
44.5K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.13K+ 28.37% |
$137K - $149K
|
14.2K
$644K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.4K+ 1198.5% |
$105K - $114K
|
2.6K
$118K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.16KNew |
$94.5K - $103K
|
2.16K
$98.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.03K+ 2.19% |
$88.7K - $96.5K
|
94.6K
$4.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.5KNew |
$65.7K - $71.4K
|
1.5K
$68.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 4.42% |
$44.7K - $48.6K
|
24.1K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 120.72% |
$29.3K - $31.9K
|
1.23K
$55.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
509New |
$22.3K - $24.2K
|
509
$23.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$19.7K - $21.4K
|
450
$20.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
448New |
$19.6K - $21.3K
|
448
$20.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
95+ 0.73% |
$4.16K - $4.52K
|
13.1K
$597K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
64New |
$2.8K - $3.05K
|
64
$2.91K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
30+ 17.65% |
$1.31K - $1.43K
|
200
$9.11K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17+ 0.04% |
$744 - $810
|
38.6K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-25- 0.28% |
$1.09K - $1.19K
|
8.85K
$403K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-150- 2.36% |
$6.57K - $7.14K
|
6.2K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-180- 3.66% |
$7.88K - $8.57K
|
4.74K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-302- 40.81% |
$13.2K - $14.4K
|
438
$19.9K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-749- 99.87% |
$32.8K - $35.7K
|
1
$45.5
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-836- 70.79% |
$36.6K - $39.8K
|
345
$15.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-883- 4.57% |
$38.7K - $42.1K
|
18.5K
$840K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.28K- 0.94% |
$56.1K - $61.1K
|
135K
$6.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.35K- 14.73% |
$103K - $112K
|
13.6K
$619K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.45K- 1.69% |
$107K - $117K
|
142K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-6.97K- 30.94% |
$305K - $332K
|
15.6K
$708K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.1K- 10.16% |
$619K - $674K
|
125K
$5.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.8K- 71.84% |
$692K - $753K
|
6.2K
$282K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-31.3K- 46.0% |
$1.37M - $1.49M
|
36.7K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.9K- 14.93% |
$1.88M - $2.04M
|
244K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-67.3K- 68.19% |
$2.95M - $3.21M
|
31.4K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-255K- 85.96% |
$11.2M - $12.1M
|
41.6K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-277K- 27.51% |
$12.1M - $13.2M
|
730K
$33.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-784K- 99.32% |
$34.3M - $37.3M
|
5.37K
$244K
|