Latest Institutional Transactions on Wisdomtree Tr India Earnings F (EPI)
This table provides information on the latest institutional transactions involving Wisdomtree Tr India Earnings F (EPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61.7K+ 6.52% |
$2.55M - $2.93M
|
1.01M
$46.9M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
703+ 3.3% |
$29K - $33.4K
|
22K
$1.02M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-81- 0.6% |
$3.35K - $3.85K
|
13.4K
$623K
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
450New |
$18.6K - $21.4K
|
450
$20.9K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32.3K- 87.56% |
$1.33M - $1.53M
|
4.58K
$213K
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.87KNew |
$325K - $374K
|
7.87K
$366K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$211K - $243K
|
5.12K
$238K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.72K+ 12.12% |
$112K - $129K
|
25.2K
$1.17M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.38K- 4.39% |
$98.4K - $113K
|
51.9K
$2.41M
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
75+ 1.09% |
$3.1K - $3.56K
|
6.94K
$323K
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
14.8K+ 33722.73% |
$613K - $705K
|
14.9K
$693K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 0.55% |
$2.07K - $2.38K
|
9.05K
$421K
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1.09K+ 2.0% |
$44.9K - $51.7K
|
55.4K
$2.58M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.23K+ 81.67% |
$50.6K - $58.2K
|
2.73K
$127K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
10.2KNew |
$420K - $483K
|
10.2K
$473K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.9K+ 0.89% |
$161K - $185K
|
444K
$20.6M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-924- 6.81% |
$38.2K - $43.9K
|
12.7K
$589K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-576- 1.41% |
$23.8K - $27.4K
|
40.2K
$1.87M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
661+ 127.12% |
$27.3K - $31.4K
|
1.18K
$55K
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
3.55K+ 1.67% |
$147K - $169K
|
216K
$10M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
31.7K+ 92.31% |
$1.31M - $1.51M
|
66K
$3.07M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
216+ 1.41% |
$8.92K - $10.3K
|
15.5K
$723K
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
243+ 1.29% |
$10K - $11.5K
|
19K
$885K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.15K+ 7.81% |
$295K - $340K
|
98.7K
$4.59M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.84K+ 10.66% |
$76K - $87.4K
|
19.1K
$889K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.19K+ 9.68% |
$173K - $199K
|
47.5K
$2.21M
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-22- 0.17% |
$909 - $1.05K
|
13K
$606K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
74+ 0.08% |
$3.06K - $3.52K
|
92.6K
$4.31M
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.07K+ 26.62% |
$168K - $193K
|
19.3K
$900K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 3.41% |
$620 - $713
|
455
$21.2K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.56K- 6.61% |
$64.6K - $74.3K
|
22.1K
$1.03M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-152- 15.57% |
$6.28K - $7.22K
|
824
$38.3K
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
122+ 0.54% |
$5.04K - $5.8K
|
22.5K
$1.05M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-618- 3.38% |
$25.5K - $29.4K
|
17.6K
$821K
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.24K+ 0.99% |
$51.3K - $59.1K
|
127K
$5.89M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60.6K+ 885.87% |
$2.5M - $2.88M
|
67.4K
$3.14M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.77K+ 4.25% |
$114K - $132K
|
68K
$3.16M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
810+ 14.33% |
$33.5K - $38.5K
|
6.46K
$301K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
258+ 2.02% |
$10.7K - $12.3K
|
13K
$606K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 10.36% |
$89.5K - $103K
|
23.1K
$1.07M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.61K+ 2.28% |
$273K - $314K
|
296K
$13.8M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
56+ 19.79% |
$2.31K - $2.66K
|
339
$15.8K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-205- 2.61% |
$8.47K - $9.74K
|
7.65K
$356K
|
|
Q1 2025 | |||||||
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
8.14K+ 51.96% |
$326K - $373K
|
23.8K
$1.11M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.36KClosed |
$215K - $246K
|
0
$0
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.27K+ 31.62% |
$171K - $196K
|
17.8K
$826K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219K+ 9.67% |
$8.79M - $10.1M
|
2.49M
$116M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-437K- 11.83% |
$17.5M - $20.1M
|
3.26M
$152M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.7K+ 170.55% |
$629K - $720K
|
24.9K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
104K+ 350.21% |
$4.16M - $4.75M
|
133K
$6.2M
|