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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.45KNew |
$100K - $110K
|
2.45K
$107K
|
|
|
May 07, 2024
Q1 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-60K- 48.98% |
$2.46M - $2.69M
|
62.5K
$2.73M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
212New |
$8.68K - $9.51K
|
212
$9.25K
|
|
|
May 07, 2024
Q1 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.66K+ 31.03% |
$109K - $119K
|
11.2K
$489K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.6KNew |
$434K - $475K
|
10.6K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.96K- 54.19% |
$121K - $133K
|
2.51K
$109K
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
549KNew |
$22.5M - $24.6M
|
549K
$23.9M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
188KNew |
$7.69M - $8.42M
|
188K
$8.19M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.43KNew |
$345K - $378K
|
8.43K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$191K - $209K
|
4.66K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
140New |
$5.73K - $6.28K
|
140
$6.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$298K - $327K
|
7.28K
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.34K+ 45.97% |
$95.9K - $105K
|
7.43K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.16K- 52.95% |
$212K - $232K
|
4.59K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8KNew |
$73.5K - $80.5K
|
1.8K
$78.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28.1KNew |
$1.15M - $1.26M
|
28.1K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-900- 5.59% |
$36.9K - $40.4K
|
15.2K
$663K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-800- 36.36% |
$32.8K - $35.9K
|
1.4K
$61.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200New |
$8.19K - $8.97K
|
200
$8.72K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
15.7K+ 35.23% |
$555K - $647K
|
60.2K
$2.63M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$177 - $206
|
5
$218
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
385KNew |
$13.6M - $15.9M
|
385K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22KNew |
$779K - $908K
|
22K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$74.7K - $87.1K
|
2.11K
$92K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 34.67% |
$921 - $1.07K
|
101
$4.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
894New |
$31.7K - $36.9K
|
894
$39K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-119K- 86.14% |
$4.2M - $4.9M
|
19.1K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-87- 2.71% |
$3.08K - $3.59K
|
3.12K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-662- 2.03% |
$23.4K - $27.3K
|
31.9K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.95K - $2.27K
|
55
$2.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$4.43K - $5.16K
|
125
$5.45K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.27KNew |
$80.4K - $93.7K
|
2.27K
$99K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$7.08K - $8.25K
|
200
$8.72K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-15.5K- 41.19% |
$550K - $641K
|
22.2K
$967K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15- 0.16% |
$531 - $619
|
9.1K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$3.05K - $3.55K
|
86
$3.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.31K - $6.19K
|
150
$6.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
95+ 35.85% |
$3.36K - $3.92K
|
360
$15.7K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.16KNew |
$250K - $272K
|
7.16K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$2.71M - $2.95M
|
77.7K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.36KNew |
$47.5K - $51.6K
|
1.36K
$59.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
100New |
$3.49K - $3.79K
|
100
$4.36K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$287K - $311K
|
8.21K
$358K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.37% |
$1.15K - $1.25K
|
8.98K
$392K
|
|
|
Oct 31, 2023
Q3 2023
|
Meditor Group LTD
|
SELL
|
- |
-91.1K- 60.01% |
$3.18M - $3.45M
|
60.7K
$2.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55New |
$1.92K - $2.09K
|
55
$2.4K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
37.3K+ 73.83% |
$1.18M - $1.3M
|
87.9K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9KNew |
$286K - $313K
|
9K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$159K - $174K
|
5K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15KNew |
$476K - $522K
|
15K
$654K
|
|