Purchases and Sales Made in Q4 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 26.88% |
$439K - $487K
|
45.9K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.23KNew |
$416K - $462K
|
9.23K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.41KNew |
$379K - $421K
|
8.41K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.27K+ 20.99% |
$373K - $414K
|
47.7K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.68K+ 142.58% |
$346K - $385K
|
13.1K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.25KNew |
$327K - $363K
|
7.25K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.95K+ 11.02% |
$313K - $348K
|
70K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87K+ 140.14% |
$310K - $344K
|
11.8K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.87KNew |
$310K - $344K
|
6.87K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.81K+ 16.25% |
$307K - $341K
|
48.7K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.79K+ 6.7% |
$306K - $340K
|
108K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.75KNew |
$304K - $338K
|
6.75K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.69KNew |
$301K - $335K
|
6.69K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.68K+ 5.37% |
$301K - $334K
|
131K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.51KNew |
$294K - $326K
|
6.51K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.41K+ 80.56% |
$289K - $321K
|
14.4K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.17K+ 7.95% |
$278K - $309K
|
83.7K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.05% |
$273K - $303K
|
205K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.97K+ 113.99% |
$269K - $299K
|
11.2K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.91K+ 4.91% |
$266K - $296K
|
126K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 21.76% |
$266K - $296K
|
33.1K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.85KNew |
$264K - $293K
|
5.85K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.67K+ 35.29% |
$255K - $284K
|
21.7K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.55KNew |
$250K - $278K
|
5.55K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.51KNew |
$248K - $276K
|
5.51K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.46K+ 21.68% |
$246K - $274K
|
30.7K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.34KNew |
$241K - $267K
|
5.34K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.22K+ 33.16% |
$235K - $261K
|
21K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 13.7% |
$179K - $199K
|
33K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 49.34% |
$177K - $196K
|
11.9K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.79K+ 2.41% |
$171K - $190K
|
161K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.65K+ 418.71% |
$164K - $183K
|
4.52K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.06K+ 4.54% |
$138K - $153K
|
70.5K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.92K+ 3.95% |
$132K - $146K
|
76.8K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.64K+ 30.38% |
$119K - $132K
|
11.3K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.52K+ 0.5% |
$114K - $126K
|
502K
$21.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.5K+ 223.21% |
$113K - $125K
|
3.62K
$153K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.43K+ 37.15% |
$110K - $122K
|
8.97K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.09K+ 2.9% |
$94.2K - $105K
|
74.2K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 0.89% |
$80.7K - $89.6K
|
202K
$8.55M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.45K+ 10.36% |
$65.2K - $72.4K
|
15.4K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43KNew |
$64.4K - $71.5K
|
1.43K
$60.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.36KNew |
$61.2K - $68K
|
1.36K
$57.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.35K+ 6.65% |
$61K - $67.7K
|
21.7K
$916K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.35K+ 53.23% |
$60.9K - $67.6K
|
3.89K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 1.95% |
$51.7K - $57.4K
|
59.9K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.1K+ 13.46% |
$49.4K - $54.8K
|
9.23K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.08K+ 3.07% |
$48.7K - $54K
|
36.3K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$47K - $52.2K
|
1.04K
$44K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$46.9K - $52.1K
|
17.9K
$756K
|