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

Circle Wealth Management, LLC

  • $4.57 Billion
  • Q1 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 69,539 shares of EPI stock, worth $3.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
69,539
Previous 67,881 2.44%
Holding current value
$3.08 Million
Previous $3.07 Million 1.07%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
319
Shares Held
67.8M
Call Options Held
226K
Put Options Held
232K
View Full List

About WISDOMTREE TR INDIA EARNINGS F

EPI Quotes by TradingView
  • Ticker EPI
  • Sector ETFs
  • Industry ETFs
More about EPI
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