Circle Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Circle Wealth Management, LLC

$5.12 Billion
Q3 2025

A detailed history of Circle Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Circle Wealth Management, LLC holds 74,339 shares of EPI stock, worth $3.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

74,339

Previous 66,489 11.81%

Holding current value

$3.45 Million

Previous $3.16 Million 4.09%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$43.79 - $47.63 $343,751 - $373,895	7,850 Added 11.81%	74,339 $3.29 Million
Q2 2025 Aug 14, 2025	SELL	$41.3 - $47.52 $125,964 - $144,936	-3,050 Reduced 4.39%	66,489 $3.16 Million
Q1 2025 May 14, 2025	BUY	$40.08 - $45.85 $66,452 - $76,019	1,658 Added 2.44%	69,539 $3.04 Million
Q4 2024 Feb 14, 2025	SELL	$45.09 - $50.08 $1.2 Million - $1.33 Million	-26,609 Reduced 28.16%	67,881 $3.07 Million
Q3 2024 Nov 14, 2024	BUY	$47.41 - $50.82 $238,472 - $255,624	5,030 Added 5.62%	94,490 $4.77 Million

Q2 2024 Aug 13, 2024	BUY	$43.7 - $48.28 $3.91 Million - $4.32 Million	89,460 New	89,460 $4.32 Million

Others Institutions Holding EPI

# of Institutions

300

Shares Held

41.1M

Call Options Held

252K

Put Options Held

202K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
Sector ETFs
Industry ETFs

More about EPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Account

Circle Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History