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

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Iht Wealth Management, LLC holds 25,342 shares of EPI stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,342

Previous 15,114 67.67%

Holding current value

$1.17 Million

Previous $729,000 75.31%

% of portfolio

0.04%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$47.41 - $50.82 $484,909 - $519,786	10,228 Added 67.67%	25,342 $1.28 Million
Q2 2024 Aug 14, 2024	BUY	$43.7 - $48.28 $233,358 - $257,815	5,340 Added 54.63%	15,114 $729,000
Q1 2024 May 15, 2024	SELL	$40.96 - $44.87 $70,328 - $77,041	-1,717 Reduced 14.94%	9,774 $425,000
Q4 2023 Feb 14, 2024	BUY	$35.41 - $41.26 $79,282 - $92,381	2,239 Added 24.2%	11,491 $471,000
Q3 2023 Nov 14, 2023	BUY	$34.94 - $37.92 $7,756 - $8,418	222 Added 2.46%	9,252 $340,000
Q2 2023 Aug 14, 2023	BUY	$31.73 - $34.8 $70,155 - $76,942	2,211 Added 32.42%	9,030 $314,000
Q1 2023 May 15, 2023	BUY	$30.87 - $33.86 $8,952 - $9,819	290 Added 4.44%	6,819 $215,000
Q4 2022 Feb 14, 2023	BUY	$30.45 - $34.06 $198,808 - $222,377	6,529 New	6,529 $212,000
Q3 2021 Nov 15, 2021	SELL	$33.65 - $37.93 $242,044 - $272,830	-7,193 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$29.64 - $34.89 $15,590 - $18,352	526 Added 7.89%	7,193 $244,000
Q1 2021 May 18, 2021	BUY	$28.65 - $32.81 $191,009 - $218,744	6,667 New	6,667 $210,000
Q2 2018 Aug 13, 2018	SELL	N/A	-440 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	150 Added 51.72%	440 $13,000
Q3 2017 Nov 14, 2017	BUY	N/A	290	290 $7,000

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
Sector ETFs
Industry ETFs

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