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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.9K- 30.18% |
$266K - $295K
|
13.6K
$630K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-994- 90.86% |
$44.8K - $49.8K
|
100
$4.62K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 1.2% |
$13.5K - $15K
|
24.6K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-652- 53.22% |
$29.4K - $32.7K
|
573
$26.4K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.43K+ 37.15% |
$110K - $122K
|
8.97K
$414K
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$451K - $501K
|
10K
$462K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-108K- 94.27% |
$4.89M - $5.43M
|
6.59K
$304K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
78New |
$3.52K - $3.91K
|
78
$3.6K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-90- 2.03% |
$4.06K - $4.51K
|
4.35K
$201K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.36K- 21.42% |
$61.3K - $68.1K
|
4.99K
$230K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-205- 3.37% |
$9.24K - $10.3K
|
5.88K
$271K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17KNew |
$805K - $863K
|
17K
$783K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
13.8K+ 61.4% |
$656K - $703K
|
36.4K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.51KNew |
$309K - $331K
|
6.51K
$300K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2K+ 12.24% |
$94.8K - $102K
|
18.3K
$846K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
78K+ 1605.12% |
$3.7M - $3.96M
|
82.9K
$3.82M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.73KNew |
$366K - $393K
|
7.73K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-125- 1.28% |
$5.93K - $6.35K
|
9.67K
$446K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
61K+ 62.56% |
$2.89M - $3.1M
|
159K
$7.31M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-368- 1.82% |
$17.4K - $18.7K
|
19.9K
$917K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.47KNew |
$401K - $430K
|
8.47K
$391K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.8K- 42.1% |
$892K - $956K
|
25.9K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
255KNew |
$12.1M - $13M
|
255K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-212K- 31.15% |
$10.1M - $10.8M
|
469K
$21.6M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.3K- 64.15% |
$488K - $523K
|
5.76K
$266K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.1K- 34.1% |
$52.2K - $56K
|
2.13K
$98.2K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
565+ 10.79% |
$26.8K - $28.7K
|
5.8K
$268K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
147+ 0.79% |
$6.97K - $7.47K
|
18.7K
$863K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-381K- 85.72% |
$18.1M - $19.4M
|
63.4K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 39.74% |
$14.2K - $15.2K
|
1.06K
$48.7K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.02KNew |
$191K - $204K
|
4.02K
$186K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
5.03KNew |
$238K - $255K
|
5.03K
$232K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4KNew |
$190K - $203K
|
4K
$185K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4KNew |
$190K - $203K
|
4K
$185K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
539New |
$25.6K - $27.4K
|
539
$24.9K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$3.27K - $3.51K
|
69
$3.18K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.82K- 53.36% |
$86.5K - $92.7K
|
1.59K
$73.6K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 21.67% |
$3.08K - $3.3K
|
365
$16.8K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$5.69K - $6.1K
|
120
$5.54K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4KNew |
$190K - $203K
|
4K
$185K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.61K- 19.32% |
$266K - $285K
|
23.4K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
609+ 6.22% |
$28.9K - $30.9K
|
10.4K
$480K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-491- 0.53% |
$23.3K - $25K
|
91.9K
$4.24M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500New |
$23.7K - $25.4K
|
500
$23.1K
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 2.67% |
$105K - $113K
|
80.6K
$3.72M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-597- 55.38% |
$28.3K - $30.3K
|
481
$22.2K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
143K+ 2580.84% |
$6.76M - $7.25M
|
148K
$6.84M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
614K+ 37649.02% |
$29.1M - $31.2M
|
615K
$28.4M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.73K- 37.33% |
$367K - $393K
|
13K
$599K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
672K+ 532.84% |
$31.8M - $34.1M
|
798K
$36.8M
|