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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
253New |
$11.4K - $12.7K
|
253
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
251New |
$11.3K - $12.6K
|
251
$11.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 1.16% |
$10.4K - $11.5K
|
20.1K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
169+ 3.05% |
$7.62K - $8.46K
|
5.72K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
162+ 0.66% |
$7.3K - $8.11K
|
24.8K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109+ 0.48% |
$4.91K - $5.46K
|
22.6K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 7.33% |
$4.73K - $5.26K
|
1.54K
$71.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
97+ 1.71% |
$4.37K - $4.86K
|
5.75K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94+ 1.15% |
$4.24K - $4.71K
|
8.27K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
78New |
$3.52K - $3.91K
|
78
$3.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75+ 1.58% |
$3.38K - $3.76K
|
4.84K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$2.25K - $2.5K
|
50
$2.31K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
50+ 0.77% |
$2.25K - $2.5K
|
6.55K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
43+ 1.22% |
$1.94K - $2.15K
|
3.56K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$1.67K - $1.85K
|
37
$1.71K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 7.73% |
$1.31K - $1.45K
|
404
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21+ 0.26% |
$947 - $1.05K
|
8.02K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20New |
$902 - $1K
|
20
$925
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$586 - $651
|
5.23K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 2.78% |
$451 - $501
|
370
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$225 - $250
|
5.55K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.29% |
$180 - $200
|
1.36K
$63.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.2% |
$45.1 - $50.1
|
498
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$45.1 - $50.1
|
4.73K
$219K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$45.1 - $50.1
|
529K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-32- 0.57% |
$1.44K - $1.6K
|
5.56K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33- 0.48% |
$1.49K - $1.65K
|
6.91K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-48- 0.58% |
$2.16K - $2.4K
|
8.18K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-90- 2.03% |
$4.06K - $4.51K
|
4.35K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 0.49% |
$5.5K - $6.11K
|
24.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-133- 0.57% |
$6K - $6.66K
|
23.2K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.79% |
$7.21K - $8.01K
|
20K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-186- 83.04% |
$8.39K - $9.31K
|
38
$1.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-186- 83.04% |
$8.39K - $9.31K
|
38
$1.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-205- 3.37% |
$9.24K - $10.3K
|
5.88K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-293- 15.73% |
$13.2K - $14.7K
|
1.57K
$72.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 1.2% |
$13.5K - $15K
|
24.6K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 42.86% |
$13.5K - $15K
|
400
$18.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-305- 1.58% |
$13.8K - $15.3K
|
19K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-311- 1.98% |
$14K - $15.6K
|
15.4K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-324- 2.43% |
$14.6K - $16.2K
|
13K
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-336- 1.59% |
$15.2K - $16.8K
|
20.8K
$960K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-345- 3.03% |
$15.6K - $17.3K
|
11K
$511K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-350- 2.5% |
$15.8K - $17.5K
|
13.7K
$632K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 5.48% |
$21.2K - $23.6K
|
8.12K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 35.68% |
$22.4K - $24.8K
|
894
$41.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-522- 1.16% |
$23.5K - $26.1K
|
44.5K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 4.27% |
$25.8K - $28.7K
|
12.8K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-620- 6.51% |
$28K - $31K
|
8.9K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-623- 1.53% |
$28.1K - $31.2K
|
40.1K
$1.85M
|