Captrust Financial Advisors Wisdomtree Tr India Earnings F Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Captrust Financial Advisors holds 7,033 shares of EPI stock, worth $325,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,033

Previous 6,912 1.75%

Holding current value

$325,346

Previous $312,000 1.6%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$40.08 - $45.85 $4,849 - $5,547	121 Added 1.75%	7,033 $307,000
Q4 2024 Feb 14, 2025	SELL	$45.09 - $50.08 $1,487 - $1,652	-33 Reduced 0.48%	6,912 $312,000
Q2 2024 Aug 14, 2024	BUY	$43.7 - $48.28 $303,496 - $335,304	6,945 New	6,945 $335,000
Q2 2022 Aug 16, 2022	BUY	$29.42 - $37.79 $14,710 - $18,895	500 New	500 $15,000
Q1 2022 May 16, 2022	SELL	$33.04 - $38.88 $16,520 - $19,440	-500 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$34.99 - $39.26 $29,741 - $33,371	-850 Reduced 62.96%	500 $18,000
Q1 2021 May 17, 2021	BUY	$28.65 - $32.81 $38,677 - $44,293	1,350 New	1,350 $43,000
Q2 2019 Aug 13, 2019	SELL	N/A	-705 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	705 New	705 $19,000

Others Institutions Holding EPI

# of Institutions

320

Shares Held

67.1M

Call Options Held

226K

Put Options Held

173K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
Sector ETFs
Industry ETFs

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Captrust Financial Advisors Wisdomtree Tr India Earnings F Transaction History