Purchases and Sales Made in Q4 2024 in Wisdomtree Tr India Earnings F (EPI)

EPI Quotes by TradingView

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 14, 2025 Q4 2024
Fwl Investment Management, LLC

BUY
 -
3.65K
+ 418.71%
$164K - $183K
4.52K $209K
Feb 18, 2025 Q4 2024
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3.64K
+ 30.34%
$164K - $182K
15.6K $722K
Feb 14, 2025 Q4 2024
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
3.08K
+ 7.15%
$139K - $154K
46.1K $2.13M
Feb 03, 2025 Q4 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
3.06K
+ 4.54%
$138K - $153K
70.5K $3.26M
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.92K
+ 3.95%
$132K - $146K
76.8K $3.55M
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
2.64K
+ 30.38%
$119K - $132K
11.3K $524K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
2.6K
New
$117K - $130K
2.6K $120K
Feb 12, 2025 Q4 2024
Venture Visionary Partners LLC

BUY
 -
2.52K
+ 0.5%
$114K - $126K
502K $23.2M
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.5K
+ 223.21%
$113K - $125K
3.62K $167K
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
2.43K
+ 37.15%
$110K - $122K
8.97K $415K
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
1.79K
+ 0.89%
$80.7K - $89.6K
202K $9.36M
Jan 30, 2025 Q4 2024
James Investment Research Inc

BUY
 -
1.45K
+ 10.36%
$65.2K - $72.4K
15.4K $712K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.43K
New
$64.4K - $71.5K
1.43K $66.1K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
1.36K
New
$61.2K - $68K
1.36K $62.8K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
1.35K
+ 6.65%
$61K - $67.7K
21.7K $1M
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
1.35K
+ 53.23%
$60.9K - $67.6K
3.89K $180K
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
1.31K
+ 6.47%
$58.9K - $65.5K
21.5K $995K
Mar 17, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.27K
+ 5.6%
$57.1K - $63.4K
23.9K $1.11M
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
1.2K
+ 246.39%
$53.9K - $59.8K
1.68K $77.7K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
1.15K
+ 1.95%
$51.7K - $57.4K
59.9K $2.77M
Feb 12, 2025 Q4 2024
Loomis Sayles & CO L P

BUY
 -
1.1K
+ 13.46%
$49.4K - $54.8K
9.23K $427K
Feb 14, 2025 Q4 2024
Hsbc Holdings PLC

London, X0
BUY
 -
1.08K
+ 3.07%
$48.7K - $54K
36.3K $1.68M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
1.04K
New
$47K - $52.2K
1.04K $48.2K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.04K
+ 6.17%
$46.9K - $52.1K
17.9K $829K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
956
New
$43.1K - $47.9K
956 $44.2K
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
950
+ 4.49%
$42.8K - $47.6K
22.1K $1.02M
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
931
+ 8.24%
$42K - $46.6K
12.2K $566K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
926
+ 4.79%
$41.8K - $46.4K
20.3K $937K
Jan 22, 2025 Q4 2024
Prospect Financial Services LLC

Melville, NY
BUY
 -
914
+ 10.71%
$41.2K - $45.8K
9.45K $437K
Feb 14, 2025 Q4 2024
Kovitz Investment Group Partners, LLC

BUY
 -
913
+ 6.22%
$41.2K - $45.7K
15.6K $721K
Feb 13, 2025 Q4 2024
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
900
+ 6.62%
$40.6K - $45.1K
14.5K $671K
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
842
+ 7.48%
$38K - $42.2K
12.1K $559K
Feb 07, 2025 Q4 2024
Sequoia Financial Advisors, LLC

BUY
 -
761
+ 16.33%
$34.3K - $38.1K
5.42K $251K
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
746
New
$33.6K - $37.4K
746 $34.5K
Feb 13, 2025 Q4 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
703
+ 4.73%
$31.7K - $35.2K
15.6K $720K
Feb 03, 2025 Q4 2024
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
659
+ 12.54%
$29.7K - $33K
5.91K $274K
Jan 27, 2025 Q4 2024
Stratos Wealth Partners, Ltd.

BUY
 -
636
+ 9.87%
$28.7K - $31.9K
7.08K $328K
Mar 07, 2025 Q4 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
589
New
$26.6K - $29.5K
589 $27.2K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
524
New
$23.6K - $26.2K
524 $24.2K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
480
+ 3.9%
$21.6K - $24K
12.8K $592K
Jan 13, 2025 Q4 2024
Fny Investment Advisers, LLC

BUY
 -
449
+ 151.69%
$20.2K - $22.5K
745 $34.5K
Jan 31, 2025 Q4 2024
Key F Inancial Inc

BUY
 -
437
New
$19.7K - $21.9K
437 $20.2K
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
406
+ 0.08%
$18.3K - $20.3K
494K $22.9M
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
393
+ 128.01%
$17.7K - $19.7K
700 $32.4K
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
361
New
$16.3K - $18.1K
361 $16.7K
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
355
New
$16K - $17.8K
355 $16.4K
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
340
+ 1.01%
$15.3K - $17K
33.9K $1.57M
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
318
+ 3.52%
$14.3K - $15.9K
9.36K $433K
Feb 13, 2025 Q4 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
296
+ 5.8%
$13.3K - $14.8K
5.4K $250K

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