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

Lowe Wealth Advisors, LLC

$230 Million
Q3 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 20,137 shares of EPI stock, worth $929,523. This represents 0.44% of its overall portfolio holdings.

Number of Shares

20,137

Previous 19,328 4.19%

Holding current value

$929,523

Previous $933,000 8.9%

% of portfolio

0.44%

Previous 0.43%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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

More about EPI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Account

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