Latest Institutional Purchases of Wisdomtree Tr India Earnings F (EPI)
This list provides information on the latest institutional transactions involving Wisdomtree Tr India Earnings F (EPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
933+ 3.4% |
$37.4K - $42.8K
|
28.4K
$1.29M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
762+ 3.51% |
$30.5K - $34.9K
|
22.5K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
759+ 3.49% |
$30.4K - $34.8K
|
22.5K
$1.02M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 8.21% |
$27.7K - $31.7K
|
9.11K
$413K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
678+ 17.45% |
$27.2K - $31.1K
|
4.56K
$207K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
677+ 5.29% |
$27.1K - $31K
|
13.5K
$610K
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
651+ 5.04% |
$26.1K - $29.8K
|
13.6K
$615K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
600New |
$24K - $27.5K
|
600
$27.2K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
549+ 1.58% |
$22K - $25.2K
|
35.2K
$1.6M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
500+ 5.43% |
$20K - $22.9K
|
9.7K
$440K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
484+ 5.91% |
$19.4K - $22.2K
|
8.67K
$393K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
475New |
$19K - $21.8K
|
475
$21.5K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
457+ 10.12% |
$18.3K - $21K
|
4.98K
$225K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
345New |
$13.8K - $15.8K
|
345
$15.6K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
332New |
$13.3K - $15.2K
|
332
$15K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
320+ 6.47% |
$12.8K - $14.7K
|
5.27K
$239K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
300+ 0.1% |
$12K - $13.8K
|
296K
$13.4M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
283New |
$11.3K - $13K
|
283
$12.8K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
197+ 0.19% |
$7.9K - $9.03K
|
101K
$4.6M
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
164+ 0.87% |
$6.57K - $7.52K
|
19.1K
$866K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 115.38% |
$6.01K - $6.88K
|
280
$12.7K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132+ 52.59% |
$5.29K - $6.05K
|
383
$17.4K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
121+ 1.75% |
$4.85K - $5.55K
|
7.03K
$319K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
120+ 30.0% |
$4.81K - $5.5K
|
520
$23.6K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
107+ 0.62% |
$4.29K - $4.91K
|
17.3K
$782K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.8% |
$4.01K - $4.59K
|
5.65K
$256K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
95New |
$3.81K - $4.36K
|
95
$4.31K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 18.92% |
$2.81K - $3.21K
|
440
$19.9K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
57New |
$2.28K - $2.61K
|
57
$2.58K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
38New |
$1.52K - $1.74K
|
38
$1.72K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26New |
$1.04K - $1.19K
|
26
$1.18K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 3.22% |
$521 - $596
|
417
$18.9K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$200 - $229
|
15.6K
$707K
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1+ 0.0% |
$40.1 - $45.9
|
138K
$6.24M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$40.1 - $45.9
|
818
$37.1K
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
430K+ 78.39% |
$19.4M - $21.5M
|
979K
$44.4M
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
148K+ 79.05% |
$6.69M - $7.43M
|
336K
$15.2M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 1085.89% |
$3.43M - $3.81M
|
83K
$3.76M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$3.29M - $3.65M
|
73K
$3.31M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.5K+ 237.79% |
$2.64M - $2.93M
|
83.1K
$3.77M
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
38.3KNew |
$1.73M - $1.92M
|
38.3K
$1.74M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
35.5KNew |
$1.6M - $1.78M
|
35.5K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
CALL |
22.5KNew |
$1.02M - $1.13M
|
22.5K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22KNew |
$992K - $1.1M
|
22K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.6KNew |
$975K - $1.08M
|
21.6K
$980K
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$947K - $1.05M
|
21K
$952K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15.5KNew |
$700K - $777K
|
15.5K
$703K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$686K - $762K
|
15.2K
$690K
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10.4K+ 123.49% |
$470K - $522K
|
18.9K
$854K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$465K - $517K
|
10.3K
$468K
|