Robertson Stephens Wealth Management, LLC Wisdomtree Tr India Earnings F Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 21,065 shares of EPI stock, worth $938,867. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,065
Previous 20,068 4.97%
Holding current value
$938,867
Previous $872,000 14.56%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$41.3 - $47.52 $41,176 - $47,377
997 Added 4.97%
21,065 $999,000
Q1 2025

Apr 17, 2025
SELL
$40.08 - $45.85 $4.43 Million - $5.07 Million
-110,490 Reduced 84.63%
20,068 $872,000
Q4 2024

Jan 27, 2025
SELL
$45.09 - $50.08 $123,772 - $137,469
-2,745 Reduced 2.06%
130,558 $5.91 Million
Q3 2024

Nov 12, 2024
BUY
$47.41 - $50.82 $595,422 - $638,248
12,559 Added 10.4%
133,303 $6.73 Million
Q2 2024

Aug 13, 2024
BUY
$43.7 - $48.28 $5.28 Million - $5.83 Million
120,744 New
120,744 $5.83 Million

Others Institutions Holding EPI

# of Institutions
319
Shares Held
67.7M
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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