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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 11.38% |
$1.77M - $1.9M
|
365K
$16.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
61.5K+ 3.94% |
$2.92M - $3.13M
|
1.62M
$74.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
687+ 2.65% |
$32.6K - $34.9K
|
26.6K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
SELL
|
- |
-16.8K- 44.72% |
$799K - $856K
|
20.8K
$961K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.21K+ 53.34% |
$152K - $163K
|
9.22K
$425K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-448- 69.14% |
$21.2K - $22.8K
|
200
$9.23K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2K+ 34.51% |
$94.9K - $102K
|
7.8K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-151- 2.4% |
$7.16K - $7.67K
|
6.14K
$284K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-519- 3.55% |
$24.6K - $26.4K
|
14.1K
$650K
|
|
| Q2 2024 | |||||||
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.73K+ 86.79% |
$207K - $228K
|
10.2K
$470K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
5K+ 94.34% |
$219K - $241K
|
10.3K
$475K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.71KNew |
$293K - $324K
|
6.71K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$196K - $216K
|
4.48K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.34KNew |
$102K - $113K
|
2.34K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
131KNew |
$5.74M - $6.34M
|
131K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.75K- 27.52% |
$251K - $278K
|
15.2K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
49New |
$2.14K - $2.37K
|
49
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.7K- 50.0% |
$599K - $661K
|
13.7K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180K+ 9.85% |
$7.85M - $8.67M
|
2M
$92.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
84.6KNew |
$3.7M - $4.08M
|
84.6K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70New |
$3.06K - $3.38K
|
70
$3.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3KNew |
$131K - $145K
|
3K
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
100KNew |
$4.37M - $4.83M
|
100K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506New |
$22.1K - $24.4K
|
506
$23.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
9.19KNew |
$402K - $444K
|
9.19K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-813- 56.69% |
$35.5K - $39.3K
|
621
$28.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$87.4 - $96.6
|
1.24K
$57K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-102K- 82.27% |
$4.46M - $4.93M
|
22K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
800New |
$35K - $38.6K
|
800
$36.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.39KNew |
$192K - $212K
|
4.39K
$202K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 0.83% |
$8.74K - $9.66K
|
24.2K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
80New |
$3.5K - $3.86K
|
80
$3.69K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.44KNew |
$325K - $359K
|
7.44K
$343K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 14.86% |
$4.37K - $4.83K
|
773
$35.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.83KNew |
$80.1K - $88.5K
|
1.83K
$84.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
902+ 546.67% |
$39.4K - $43.5K
|
1.07K
$49.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.5KNew |
$284K - $314K
|
6.5K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.31K- 60.07% |
$363K - $401K
|
5.53K
$255K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
190New |
$8.3K - $9.17K
|
190
$8.77K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
700New |
$30.6K - $33.8K
|
700
$32.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
765New |
$33.4K - $36.9K
|
765
$35.3K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56New |
$2.29K - $2.51K
|
56
$2.58K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
13.8KNew |
$564K - $618K
|
13.8K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-100- 45.45% |
$4.1K - $4.49K
|
120
$5.54K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4- 2.17% |
$164 - $179
|
180
$8.31K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-22.8K- 31.45% |
$934K - $1.02M
|
49.7K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-335- 41.88% |
$13.7K - $15K
|
465
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
17.2KNew |
$705K - $772K
|
17.2K
$794K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
43.7K+ 384.14% |
$1.79M - $1.96M
|
55K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
68.3K+ 291.2% |
$2.8M - $3.07M
|
91.8K
$4.24M
|
|