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 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34K+ 15.86% |
$1.36M - $1.56M
|
249K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
59.6K+ 9.28% |
$2.39M - $2.73M
|
702K
$32.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.13K+ 13.86% |
$45.1K - $51.6K
|
9.24K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 17.45% |
$27.2K - $31.1K
|
4.56K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4KNew |
$415K - $475K
|
10.4K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.3K+ 1.02% |
$52.1K - $59.6K
|
129K
$6M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
4.2K+ 12.7% |
$168K - $192K
|
37.2K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
164+ 0.87% |
$6.57K - $7.52K
|
19.1K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 14.45% |
$686K - $784K
|
135K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 8.21% |
$27.7K - $31.7K
|
9.11K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-61- 0.9% |
$2.44K - $2.8K
|
6.69K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-12.1K- 70.76% |
$485K - $555K
|
5K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
300+ 0.1% |
$12K - $13.8K
|
296K
$13.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.88K+ 5.04% |
$115K - $132K
|
60K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-650- 11.99% |
$26.1K - $29.8K
|
4.77K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-4.78K- 41.82% |
$192K - $219K
|
6.65K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 2.85% |
$77.6K - $88.7K
|
69.9K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-111- 30.75% |
$4.45K - $5.09K
|
250
$11.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132+ 52.59% |
$5.29K - $6.05K
|
383
$17.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-69.6K- 33.97% |
$2.79M - $3.19M
|
135K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.27K- 27.44% |
$171K - $196K
|
11.3K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110K- 84.63% |
$4.43M - $5.07M
|
20.1K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
14K+ 21.89% |
$560K - $641K
|
77.8K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-613- 82.28% |
$24.6K - $28.1K
|
132
$6.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.01K+ 5.37% |
$121K - $138K
|
59K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.9K+ 66.18% |
$556K - $636K
|
34.8K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
47.6K+ 10.79% |
$1.91M - $2.18M
|
489K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-191- 25.6% |
$7.66K - $8.76K
|
555
$25.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-607- 6.42% |
$24.3K - $27.8K
|
8.84K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
19.2KNew |
$768K - $879K
|
19.2K
$892K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$40.1 - $45.9
|
818
$38.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.65K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 436.06% |
$5.07M - $5.64M
|
138K
$6.44M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
589New |
$26.6K - $29.5K
|
589
$27.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 69.33% |
$484K - $538K
|
4.75K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 30.34% |
$164K - $182K
|
15.6K
$727K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.2% |
$45.1 - $50.1
|
498
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.6KNew |
$975K - $1.08M
|
21.6K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.08K+ 3.07% |
$48.7K - $54K
|
36.3K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.5K- 26.31% |
$293K - $326K
|
18.2K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
22.5KNew |
$1.02M - $1.13M
|
22.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.08K+ 7.15% |
$139K - $154K
|
46.1K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.33K+ 4443.33% |
$240K - $267K
|
5.45K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
35.5KNew |
$1.6M - $1.78M
|
35.5K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
20New |
$902 - $1K
|
20
$931
|
|
|
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
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
393+ 128.01% |
$17.7K - $19.7K
|
700
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.3K- 45.62% |
$1.1M - $1.22M
|
29K
$1.35M
|
|