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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-293- 15.73% |
$13.2K - $14.7K
|
1.57K
$66.3K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 1.2% |
$13.5K - $15K
|
24.6K
$1.04M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 42.86% |
$13.5K - $15K
|
400
$16.9K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-305- 1.58% |
$13.8K - $15.3K
|
19K
$800K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-324- 2.43% |
$14.6K - $16.2K
|
13K
$550K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-336- 1.59% |
$15.2K - $16.8K
|
20.8K
$876K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-345- 3.03% |
$15.6K - $17.3K
|
11K
$466K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-350- 2.5% |
$15.8K - $17.5K
|
13.7K
$577K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 5.48% |
$21.2K - $23.6K
|
8.12K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 35.68% |
$22.4K - $24.8K
|
894
$37.7K
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-522- 1.16% |
$23.5K - $26.1K
|
44.5K
$1.88M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 4.27% |
$25.8K - $28.7K
|
12.8K
$542K
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-620- 6.51% |
$28K - $31K
|
8.9K
$376K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-623- 1.53% |
$28.1K - $31.2K
|
40.1K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-652- 53.22% |
$29.4K - $32.7K
|
573
$24.2K
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-734- 7.17% |
$33.1K - $36.8K
|
9.51K
$401K
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-779- 2.63% |
$35.1K - $39K
|
28.9K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-975- 3.91% |
$44K - $48.8K
|
24K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-984- 12.64% |
$44.4K - $49.3K
|
6.8K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-994- 90.86% |
$44.8K - $49.8K
|
100
$4.22K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.3K- 9.43% |
$58.4K - $64.9K
|
12.5K
$526K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.36K- 21.42% |
$61.3K - $68.1K
|
4.99K
$211K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.7K- 34.59% |
$76.4K - $84.9K
|
3.21K
$135K
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1.72K- 2.62% |
$77.5K - $86.1K
|
63.8K
$2.7M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 99.94% |
$80.4K - $89.2K
|
1
$42.2
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.1K- 71.44% |
$94.5K - $105K
|
838
$35.4K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.48K- 34.71% |
$112K - $124K
|
4.67K
$197K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.58K- 14.15% |
$116K - $129K
|
15.7K
$661K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 2.06% |
$124K - $137K
|
131K
$5.51M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 12.88% |
$147K - $164K
|
22.1K
$932K
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-3.34K- 2.63% |
$151K - $167K
|
123K
$5.21M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.45K- 37.7% |
$156K - $173K
|
5.7K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.95K- 15.26% |
$178K - $198K
|
21.9K
$926K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.13K- 6.07% |
$231K - $257K
|
79.3K
$3.35M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.17K- 3.17% |
$233K - $259K
|
158K
$6.67M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.55K- 9.33% |
$250K - $278K
|
54K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.9K- 30.18% |
$266K - $295K
|
13.6K
$576K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.08K- 14.28% |
$274K - $304K
|
36.5K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.23K- 2.38% |
$281K - $312K
|
256K
$10.8M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.23K- 8.4% |
$281K - $312K
|
67.9K
$2.87M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.29K- 36.84% |
$283K - $315K
|
10.8K
$455K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.23K- 48.15% |
$326K - $362K
|
7.79K
$329K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.6K- 51.15% |
$480K - $533K
|
10.2K
$429K
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-11.6K- 16.9% |
$524K - $582K
|
57.1K
$2.41M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 67.65% |
$569K - $632K
|
6.04K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-13K- 25.23% |
$585K - $650K
|
38.4K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16.9K- 77.35% |
$762K - $846K
|
4.95K
$209K
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-17K- 49.28% |
$767K - $851K
|
17.5K
$739K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19K- 35.2% |
$855K - $950K
|
34.9K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.7K- 39.91% |
$887K - $985K
|
29.6K
$1.25M
|