Strategic Wealth Investment Group, LLC Wisdomtree Tr India Earnings F Transaction History

Strategic Wealth Investment Group, LLC

$764 Million
Q2 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Wisdomtree Tr India Earnings F stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 75,000 shares of EPI stock, worth $3.74 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

75,000

Previous 95,889 21.78%

Holding current value

$3.74 Million

Previous $3.93 Million 7.89%

% of portfolio

0.47%

Previous 0.59%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$43.7 - $48.28 $912,849 - $1.01 Million	-20,889 Reduced 21.78%	75,000 $3.62 Million
Q4 2023 Jan 16, 2024	SELL	$35.41 - $41.26 $146,845 - $171,105	-4,147 Reduced 4.15%	95,889 $3.93 Million
Q3 2023 Nov 03, 2023	SELL	$34.94 - $37.92 $84,729 - $91,956	-2,425 Reduced 2.37%	100,036 $3.68 Million
Q2 2023 Jul 17, 2023	SELL	$31.73 - $34.8 $171,595 - $188,198	-5,408 Reduced 5.01%	102,461 $3.57 Million
Q1 2023 Apr 24, 2023	SELL	$30.87 - $33.86 $21 Million - $23.1 Million	-680,771 Reduced 86.32%	107,869 $3.4 Million
Q1 2023 Apr 20, 2023	BUY	$30.87 - $33.86 $21.3 Million - $23.3 Million	688,927 Added 690.91%	788,640 $24.9 Million
Q4 2022 Jan 27, 2023	BUY	$30.45 - $34.06 $3,806 - $4,257	125 Added 0.13%	99,713 $0
Q3 2022 Oct 21, 2022	BUY	$29.57 - $33.72 $312,880 - $356,791	10,581 Added 11.89%	99,588 $3.04 Million
Q2 2022 Aug 08, 2022	SELL	$29.42 - $37.79 $1.01 Million - $1.3 Million	-34,486 Reduced 27.93%	89,007 $2.64 Million
Q1 2022 Apr 26, 2022	BUY	$33.04 - $38.88 $241,158 - $283,785	7,299 Added 6.28%	123,493 $4.45 Million
Q4 2021 Jan 21, 2022	BUY	$34.99 - $39.26 $144,718 - $162,379	4,136 Added 3.69%	116,194 $4.24 Million
Q3 2021 Nov 15, 2021	BUY	$33.65 - $37.93 $775,666 - $874,324	23,051 Added 25.9%	112,058 $4.19 Million
Q2 2021 Jul 16, 2021	BUY	$29.64 - $34.89 $670,960 - $789,804	22,637 Added 34.11%	89,007 $3.01 Million
Q1 2021 Apr 22, 2021	SELL	$28.65 - $32.81 $1.11 Million - $1.27 Million	-38,742 Reduced 36.86%	66,370 $2.09 Million
Q4 2020 Jan 26, 2021	BUY	$23.59 - $29.21 $2.48 Million - $3.07 Million	105,112 New	105,112 $3.07 Million
Q4 2020 Jan 15, 2021	SELL	$23.59 - $29.21 $2.53 Million - $3.14 Million	-107,337 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$20.43 - $24.24 $288,001 - $341,711	14,097 Added 15.12%	107,337 $2.53 Million
Q2 2020 Jul 13, 2020	BUY	$14.99 - $20.43 $1.4 Million - $1.9 Million	93,240 New	93,240 $1.87 Million
Q1 2020 Apr 20, 2020	SELL	$14.28 - $25.67 $598,803 - $1.08 Million	-41,933 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$22.79 - $24.98 $955,653 - $1.05 Million	41,933 New	41,933 $1.04 Million

Others Institutions Holding EPI

# of Institutions

319

Shares Held

40.6M

Call Options Held

936K

Put Options Held

137K

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 Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Account

Strategic Wealth Investment Group, LLC Wisdomtree Tr India Earnings F Transaction History