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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.93KClosed |
$67.4K - $75.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-55KClosed |
$1.92M - $2.16M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.76KClosed |
$61.5K - $69K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-20.1KClosed |
$702K - $788K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2KClosed |
$70K - $78.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.34KClosed |
$222K - $249K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24.7KClosed |
$864K - $969K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150New |
$5.25K - $5.89K
|
150
$6.54K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.25KClosed |
$244K - $275K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-195Closed |
$6.56K - $7.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-29.4KClosed |
$871K - $1.03M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-897Closed |
$26.6K - $31.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
PUT |
-27K- 15.25% |
$800K - $942K
|
150K
$6.54M
|
|
Jul 23, 2021
Q2 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10KClosed |
$296K - $349K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-95Closed |
$2.82K - $3.31K
|
0
$0
|
|
Q1 2021 | |||||||
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-313- 22.23% |
$8.97K - $10.3K
|
1.1K
$47.8K
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-22.4KClosed |
$642K - $735K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-9KClosed |
$258K - $295K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.17KClosed |
$90.7K - $104K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-50Closed |
$1.43K - $1.64K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-77.4KClosed |
$2.22M - $2.54M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
36.6KNew |
$864K - $1.07M
|
36.6K
$1.6M
|
|
Feb 11, 2021
Q4 2020
|
Ing Groep Nv
|
SELL
|
- |
-2.13M- 97.02% |
$50.3M - $62.2M
|
65.4K
$2.85M
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-189- 2.35% |
$4.46K - $5.52K
|
7.86K
$343K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-150Closed |
$3.54K - $4.38K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-190KClosed |
$4.47M - $5.54M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Monarch Capital Management Inc
|
BUY
|
- |
7.9KNew |
$186K - $231K
|
7.9K
$345K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-751KClosed |
$15.3M - $18.2M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.21KNew |
$188K - $223K
|
9.21K
$402K
|
|
Nov 13, 2020
Q3 2020
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1MClosed |
$20.4M - $24.3M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-15KClosed |
$306K - $364K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.34KClosed |
$27.4K - $32.5K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.1K- 1.3% |
$22.5K - $26.7K
|
83.7K
$3.65M
|
|
Nov 06, 2020
Q3 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.8KClosed |
$36.8K - $43.7K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-451Closed |
$9.21K - $10.9K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
940New |
$19.2K - $22.8K
|
940
$41K
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-69.3KClosed |
$1.42M - $1.68M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-421Closed |
$8.6K - $10.2K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
BUY
|
- |
8.56KNew |
$175K - $207K
|
8.56K
$373K
|
|
Oct 13, 2020
Q3 2020
|
Legato Capital Management LLC
|
SELL
|
- |
-30.6KClosed |
$624K - $741K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
900+ 27.58% |
$13.5K - $18.4K
|
4.16K
$182K
|
|
Aug 17, 2020
Q2 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-15.2KClosed |
$228K - $310K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$240K - $328K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
151+ 18.88% |
$2.26K - $3.08K
|
951
$41.5K
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-5.05KClosed |
$75.6K - $103K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-252Closed |
$3.78K - $5.15K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6KClosed |
$89.9K - $123K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-1.21KClosed |
$18.2K - $24.8K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-20KClosed |
$300K - $409K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14KClosed |
$210K - $286K
|
0
$0
|