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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
39KNew |
$1.56M - $1.79M
|
39K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
677+ 5.29% |
$27.1K - $31K
|
13.5K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
30.5K+ 21.87% |
$1.22M - $1.4M
|
170K
$7.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.38K- 9.19% |
$176K - $201K
|
43.3K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.39K- 11.49% |
$55.7K - $63.7K
|
10.7K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
47.6K+ 10.79% |
$1.91M - $2.18M
|
489K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.9KNew |
$317K - $362K
|
7.9K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 3.22% |
$521 - $596
|
417
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-105K- 65.03% |
$4.2M - $4.81M
|
56.4K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
651+ 5.04% |
$26.1K - $29.8K
|
13.6K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.86K+ 12.04% |
$74.3K - $85.1K
|
17.3K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.68K- 8.35% |
$67.3K - $77K
|
18.4K
$851K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.01K+ 13.77% |
$40.5K - $46.3K
|
8.35K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34K+ 15.86% |
$1.36M - $1.56M
|
249K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 13.86% |
$45.1K - $51.6K
|
9.24K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4KNew |
$415K - $475K
|
10.4K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
59.6K+ 9.28% |
$2.39M - $2.73M
|
702K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.3K+ 1.02% |
$52.1K - $59.6K
|
129K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 17.45% |
$27.2K - $31.1K
|
4.56K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-15.6K- 31.32% |
$627K - $717K
|
34.3K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
4.2K+ 12.7% |
$168K - $192K
|
37.2K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
164+ 0.87% |
$6.57K - $7.52K
|
19.1K
$882K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 14.45% |
$686K - $784K
|
135K
$6.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
762+ 3.51% |
$30.5K - $34.9K
|
22.5K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 8.21% |
$27.7K - $31.7K
|
9.11K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-61- 0.9% |
$2.44K - $2.8K
|
6.69K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.33K+ 11.38% |
$53.4K - $61.1K
|
13K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-12.1K- 70.76% |
$485K - $555K
|
5K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
300+ 0.1% |
$12K - $13.8K
|
296K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-650- 11.99% |
$26.1K - $29.8K
|
4.77K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 19.51% |
$100K - $115K
|
15.3K
$707K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.88K+ 5.04% |
$115K - $132K
|
60K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.59K- 72.59% |
$104K - $119K
|
976
$45K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 2.85% |
$77.6K - $88.7K
|
69.9K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$11.3K - $13K
|
283
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-111- 30.75% |
$4.45K - $5.09K
|
250
$11.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 41.82% |
$192K - $219K
|
6.65K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-349- 2.97% |
$14K - $16K
|
11.4K
$527K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-69.6K- 33.97% |
$2.79M - $3.19M
|
135K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132+ 52.59% |
$5.29K - $6.05K
|
383
$17.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
120+ 30.0% |
$4.81K - $5.5K
|
520
$24K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.63K+ 7.71% |
$266K - $304K
|
92.5K
$4.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.2K- 73.68% |
$168K - $193K
|
1.5K
$69.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
14K+ 21.89% |
$560K - $641K
|
77.8K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-613- 82.28% |
$24.6K - $28.1K
|
132
$6.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110K- 84.63% |
$4.43M - $5.07M
|
20.1K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-241- 0.44% |
$9.66K - $11K
|
54.3K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.27K- 27.44% |
$171K - $196K
|
11.3K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.5K- 58.93% |
$781K - $893K
|
13.6K
$627K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-238- 1.0% |
$9.54K - $10.9K
|
23.7K
$1.09M
|