Lowe Wealth Advisors, LLC Wisdomtree Tr India Earnings F Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 19,977 shares of EPI stock, worth $868,599. This represents 0.39% of its overall portfolio holdings.

Number of Shares

19,977

Previous 20,137 0.79%

Holding current value

$868,599

Previous $1.02 Million 11.02%

% of portfolio

0.39%

Previous 0.44%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$45.09 - $50.08 $7,214 - $8,012	-160 Reduced 0.79%	19,977 $904,000
Q3 2024 Oct 02, 2024	BUY	$47.41 - $50.82 $38,354 - $41,113	809 Added 4.19%	20,137 $1.02 Million
Q2 2024 Jul 09, 2024	SELL	$43.7 - $48.28 $87 - $96	-2 Reduced 0.01%	19,328 $933,000
Q1 2024 Apr 08, 2024	BUY	$40.96 - $44.87 $19,660 - $21,537	480 Added 2.55%	19,330 $842,000
Q4 2023 Jan 04, 2024	BUY	$35.41 - $41.26 $15,580 - $18,154	440 Added 2.39%	18,850 $772,000
Q3 2023 Oct 20, 2023	BUY	$34.94 - $37.92 $6,289 - $6,825	180 Added 0.99%	18,410 $676,000
Q2 2023 Jul 06, 2023	BUY	$31.73 - $34.8 $2,379 - $2,610	75 Added 0.41%	18,230 $634,000
Q1 2023 Apr 05, 2023	SELL	$30.87 - $33.86 $43,526 - $47,742	-1,410 Reduced 7.21%	18,155 $572,000
Q4 2022 Jan 17, 2023	SELL	$30.45 - $34.06 $12,789 - $14,305	-420 Reduced 2.1%	19,565 $0
Q3 2022 Oct 06, 2022	SELL	$29.57 - $33.72 $73,777 - $84,131	-2,495 Reduced 11.1%	19,985 $610,000
Q2 2022 Jul 07, 2022	SELL	$29.42 - $37.79 $132,684 - $170,432	-4,510 Reduced 16.71%	22,480 $667,000
Q1 2022 Apr 08, 2022	SELL	$33.04 - $38.88 $77,478 - $91,173	-2,345 Reduced 7.99%	26,990 $972,000
Q4 2021 Jan 18, 2022	SELL	$34.99 - $39.26 $7,697 - $8,637	-220 Reduced 0.74%	29,335 $1.07 Million
Q2 2021 Jul 01, 2021	SELL	$29.64 - $34.89 $22,971 - $27,039	-775 Reduced 2.56%	29,555 $0
Q1 2021 Apr 06, 2021	SELL	$28.65 - $32.81 $17,046 - $19,521	-595 Reduced 1.92%	30,330 $956,000
Q4 2020 Jan 07, 2021	SELL	$23.59 - $29.21 $27,718 - $34,321	-1,175 Reduced 3.66%	30,925 $903,000
Q3 2020 Oct 16, 2020	SELL	$20.43 - $24.24 $76,101 - $90,294	-3,725 Reduced 10.4%	32,100 $758,000
Q2 2020 Jul 08, 2020	SELL	$14.99 - $20.43 $73,900 - $100,719	-4,930 Reduced 12.1%	35,825 $718,000
Q1 2020 Apr 10, 2020	BUY	$14.28 - $25.67 $2,856 - $5,134	200 Added 0.49%	40,755 $660,000
Q4 2019 Jan 15, 2020	SELL	$22.79 - $24.98 $6,609 - $7,244	-290 Reduced 0.71%	40,555 $1.01 Million
Q3 2019 Oct 08, 2019	BUY	$22.85 - $24.54 $5,712 - $6,135	250 Added 0.62%	40,845 $974,000
Q1 2019 Apr 08, 2019	BUY	N/A	900 Added 2.27%	40,595 $1.07 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-1,205 Reduced 2.95%	39,695 $984,000
Q3 2018 Oct 30, 2018	SELL	N/A	-50 Reduced 0.12%	40,900 $986,000
Q2 2018 Jul 12, 2018	SELL	N/A	-380 Reduced 0.92%	40,950 $1.03 Million
Q1 2018 Apr 06, 2018	BUY	N/A	290 Added 0.71%	41,330 $1.08 Million
Q4 2017 Jan 18, 2018	BUY	N/A	825 Added 2.05%	41,040 $1.14 Million
Q3 2017 Oct 05, 2017	BUY	N/A	40,215	40,215 $1.01 Million

Others Institutions Holding EPI

# of Institutions

347

Shares Held

46.1M

Call Options Held

235K

Put Options Held

42.5K

View Full List

About WISDOMTREE TR INDIA EARNINGS F

Ticker EPI
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Industry ETFs

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Lowe Wealth Advisors, LLC Wisdomtree Tr India Earnings F Transaction History