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 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 18.92% |
$2.81K - $3.21K
|
440
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.01K+ 5.37% |
$121K - $138K
|
59K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.84KNew |
$274K - $313K
|
6.84K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-2.33K- 1.09% |
$93.4K - $107K
|
212K
$9.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.9K+ 66.18% |
$556K - $636K
|
34.8K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
47.6K+ 10.79% |
$1.91M - $2.18M
|
489K
$22.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
35.2KNew |
$1.41M - $1.61M
|
35.2K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 25.6% |
$7.66K - $8.76K
|
555
$25.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.7K+ 3.58% |
$1.31M - $1.5M
|
946K
$43.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.18K- 7.16% |
$168K - $192K
|
54.3K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.83K+ 9.35% |
$314K - $359K
|
91.6K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
45.7K+ 18.71% |
$1.83M - $2.09M
|
290K
$13.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-607- 6.42% |
$24.3K - $27.8K
|
8.84K
$408K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18.8KNew |
$752K - $861K
|
18.8K
$866K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.8% |
$4.01K - $4.59K
|
5.65K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.04K+ 65.41% |
$242K - $277K
|
15.3K
$705K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.2KNew |
$768K - $879K
|
19.2K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-26.2K- 58.93% |
$1.05M - $1.2M
|
18.3K
$843K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9.59K+ 17.25% |
$384K - $440K
|
65.2K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.55K+ 2.91% |
$142K - $163K
|
125K
$5.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.8K- 42.48% |
$232K - $266K
|
7.86K
$363K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.8K+ 1275400.0% |
$511K - $585K
|
12.8K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
107+ 0.62% |
$4.29K - $4.91K
|
17.3K
$797K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.46K- 13.95% |
$138K - $158K
|
21.3K
$983K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$40.1 - $45.9
|
818
$37.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
947+ 4.74% |
$38K - $43.4K
|
20.9K
$966K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.63K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
589New |
$26.6K - $29.5K
|
589
$27.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 69.33% |
$484K - $538K
|
4.75K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 30.34% |
$164K - $182K
|
15.6K
$721K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.2% |
$45.1 - $50.1
|
498
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.6KNew |
$975K - $1.08M
|
21.6K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.08K+ 3.07% |
$48.7K - $54K
|
36.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.5K- 26.31% |
$293K - $326K
|
18.2K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
22.5KNew |
$1.02M - $1.13M
|
22.5K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.08K+ 7.15% |
$139K - $154K
|
46.1K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.33K+ 4443.33% |
$240K - $267K
|
5.45K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
35.5KNew |
$1.6M - $1.78M
|
35.5K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20New |
$902 - $1K
|
20
$923
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22KNew |
$992K - $1.1M
|
22K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-900- 8.33% |
$40.6K - $45.1K
|
9.9K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
393+ 128.01% |
$17.7K - $19.7K
|
700
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.3K- 45.62% |
$1.1M - $1.22M
|
29K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$45.1 - $50.1
|
4.73K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-29.4K- 47.08% |
$1.33M - $1.47M
|
33.1K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-186- 83.04% |
$8.39K - $9.31K
|
38
$1.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.97K+ 113.99% |
$269K - $299K
|
11.2K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.69KNew |
$301K - $335K
|
6.69K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 67.65% |
$569K - $632K
|
6.04K
$279K
|
|