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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$635 - $696
|
20
$872
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 95.69% |
$30.9K - $33.9K
|
45
$1.96K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-185K- 19.05% |
$5.7M - $6.26M
|
785K
$34.2M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19- 2.88% |
$587 - $643
|
641
$28K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
166New |
$5.12K - $5.62K
|
166
$7.24K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$2.16K - $2.37K
|
70
$3.05K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-386- 4.73% |
$11.9K - $13.1K
|
7.78K
$339K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
87New |
$2.65K - $2.96K
|
87
$3.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-169- 2.09% |
$5.15K - $5.76K
|
7.9K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-19.1K- 10.87% |
$582K - $651K
|
157K
$6.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$609K - $681K
|
20K
$872K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 19.61% |
$29.6K - $33.7K
|
4.1K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
22KNew |
$651K - $742K
|
22K
$959K
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.64K+ 7.32% |
$48.4K - $55.2K
|
24K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.58K+ 1.97% |
$106K - $121K
|
186K
$8.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.67KNew |
$78.8K - $89.9K
|
2.67K
$116K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-550- 3.98% |
$16.3K - $18.5K
|
13.3K
$578K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
67New |
$1.98K - $2.26K
|
67
$2.92K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-160KClosed |
$4.72M - $5.39M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1K- 19.61% |
$29.6K - $33.7K
|
4.1K
$179K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-29.3K- 18.58% |
$862K - $1.11M
|
128K
$5.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$1.15M - $1.48M
|
39.1K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-70.6K- 90.16% |
$2.08M - $2.67M
|
7.71K
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-56.8K- 88.53% |
$1.67M - $2.15M
|
7.37K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.27KClosed |
$185K - $237K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
144K+ 349.23% |
$4.25M - $5.46M
|
186K
$8.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.5K- 17.29% |
$44.1K - $56.7K
|
7.18K
$313K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-195- 2.44% |
$5.74K - $7.37K
|
7.78K
$339K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
250New |
$7.36K - $9.45K
|
250
$10.9K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 6.35% |
$118 - $151
|
67
$2.92K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.14KClosed |
$210K - $270K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$11.8K - $15.1K
|
400
$17.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-6Closed |
$177 - $227
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-430Closed |
$12.7K - $16.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-4.55K- 60.41% |
$150K - $177K
|
2.98K
$130K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-400Closed |
$13.2K - $15.6K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.19KNew |
$303K - $357K
|
9.19K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-7.99KClosed |
$264K - $311K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
153New |
$5.06K - $5.95K
|
153
$6.67K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-600Closed |
$19.8K - $23.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-760Closed |
$25.1K - $29.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.09KClosed |
$234K - $276K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-125Closed |
$4.13K - $4.86K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-91.1KClosed |
$3.01M - $3.54M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.21KClosed |
$238K - $280K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-200Closed |
$6.61K - $7.78K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-160Closed |
$5.29K - $6.22K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$33K - $38.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36.3KClosed |
$1.27M - $1.42M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.8KNew |
$308K - $345K
|
8.8K
$384K
|
|