Creative Planning Wisdomtree Tr India Earnings F Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Creative Planning holds 20,207 shares of EPI stock, worth $925,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,207

Previous 20,597 1.89%

Holding current value

$925,682

Previous $994,000 2.52%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$47.41 - $50.82 $18,489 - $19,819	-390 Reduced 1.89%	20,207 $1.02 Million
Q2 2024 Aug 15, 2024	BUY	$43.7 - $48.28 $135,470 - $149,668	3,100 Added 17.72%	20,597 $994,000
Q1 2024 May 10, 2024	BUY	$40.96 - $44.87 $389,038 - $426,175	9,498 Added 118.74%	17,497 $762,000
Q4 2023 Feb 14, 2024	SELL	$35.41 - $41.26 $433,843 - $505,517	-12,252 Reduced 60.5%	7,999 $327,000
Q3 2023 Nov 16, 2023	BUY	$34.94 - $37.92 $92,730 - $100,639	2,654 Added 15.08%	20,251 $744,000
Q2 2023 Jul 21, 2023	SELL	$31.73 - $34.8 $7,393 - $8,108	-233 Reduced 1.31%	17,597 $612,000
Q1 2023 May 15, 2023	BUY	$30.87 - $33.86 $4,784 - $5,248	155 Added 0.88%	17,830 $562,000
Q4 2022 Feb 10, 2023	BUY	$30.45 - $34.06 $95,765 - $107,118	3,145 Added 21.64%	17,675 $576,000
Q3 2022 Nov 03, 2022	SELL	$29.57 - $33.72 $218,315 - $248,954	-7,383 Reduced 33.69%	14,530 $444,000
Q2 2022 Aug 15, 2022	BUY	$29.42 - $37.79 $112,825 - $144,924	3,835 Added 21.21%	21,913 $650,000
Q1 2022 May 16, 2022	SELL	$33.04 - $38.88 $8,094 - $9,525	-245 Reduced 1.34%	18,078 $651,000
Q4 2021 Feb 11, 2022	BUY	$34.99 - $39.26 $138,945 - $155,901	3,971 Added 27.67%	18,323 $668,000
Q3 2021 Nov 10, 2021	BUY	$33.65 - $37.93 $13,190 - $14,868	392 Added 2.81%	14,352 $537,000
Q2 2021 Aug 04, 2021	SELL	$29.64 - $34.89 $7,143 - $8,408	-241 Reduced 1.7%	13,960 $473,000
Q1 2021 Apr 30, 2021	SELL	$28.65 - $32.81 $3,896 - $4,462	-136 Reduced 0.95%	14,201 $448,000
Q4 2020 Jan 29, 2021	BUY	$23.59 - $29.21 $47 - $58	2 Added 0.01%	14,337 $419,000
Q3 2020 Nov 05, 2020	SELL	$20.43 - $24.24 $20,818 - $24,700	-1,019 Reduced 6.64%	14,335 $338,000
Q2 2020 Jul 23, 2020	SELL	$14.99 - $20.43 $17,928 - $24,434	-1,196 Reduced 7.23%	15,354 $308,000
Q1 2020 May 05, 2020	SELL	$14.28 - $25.67 $16,150 - $29,032	-1,131 Reduced 6.4%	16,550 $268,000
Q4 2019 Jan 30, 2020	BUY	$22.79 - $24.98 $2,165 - $2,373	95 Added 0.54%	17,681 $440,000
Q3 2019 Nov 01, 2019	SELL	$22.85 - $24.54 $49,813 - $53,497	-2,180 Reduced 11.03%	17,586 $419,000
Q2 2019 Jul 26, 2019	BUY	N/A	1,466 Added 8.01%	19,766 $515,000
Q1 2019 Apr 24, 2019	BUY	N/A	323 Added 1.8%	18,300 $482,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,942 Reduced 14.06%	17,977 $446,000
Q3 2018 Oct 25, 2018	BUY	N/A	2,096 Added 11.14%	20,919 $504,000
Q2 2018 Jul 20, 2018	SELL	N/A	-122 Reduced 0.64%	18,823 $474,000
Q1 2018 Apr 18, 2018	BUY	N/A	75 Added 0.4%	18,945 $497,000
Q4 2017 Jan 17, 2018	BUY	N/A	1,741 Added 10.16%	18,870 $525,000
Q3 2017 Oct 17, 2017	BUY	N/A	17,129	17,129 $431,000

Others Institutions Holding EPI

# of Institutions

345

Shares Held

47.5M

Call Options Held

319K

Put Options Held

44.2K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
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Creative Planning Wisdomtree Tr India Earnings F Transaction History