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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
22KNew |
$779K - $908K
|
22K
$1.02M
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
15.7K+ 35.23% |
$555K - $647K
|
60.2K
$2.78M
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.39KNew |
$191K - $222K
|
5.39K
$249K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.27KNew |
$80.4K - $93.7K
|
2.27K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$74.7K - $87.1K
|
2.11K
$97.4K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
894New |
$31.7K - $36.9K
|
894
$41.3K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$7.08K - $8.25K
|
200
$9.23K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.31K - $6.19K
|
150
$6.92K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$4.43K - $5.16K
|
125
$5.77K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
95+ 35.85% |
$3.36K - $3.92K
|
360
$16.6K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$3.05K - $3.55K
|
86
$3.97K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.95K - $2.27K
|
55
$2.54K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 34.67% |
$921 - $1.07K
|
101
$4.66K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$177 - $206
|
5
$231
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$2.71M - $2.95M
|
77.7K
$3.59M
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$287K - $311K
|
8.21K
$379K
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.16KNew |
$250K - $272K
|
7.16K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.36KNew |
$47.5K - $51.6K
|
1.36K
$62.8K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
100New |
$3.49K - $3.79K
|
100
$4.62K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55New |
$1.92K - $2.09K
|
55
$2.54K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.37% |
$1.15K - $1.25K
|
8.98K
$415K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
37.3K+ 73.83% |
$1.18M - $1.3M
|
87.9K
$4.06M
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15KNew |
$476K - $522K
|
15K
$692K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9KNew |
$286K - $313K
|
9K
$415K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$159K - $174K
|
5K
$231K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$635 - $696
|
20
$923
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
166New |
$5.12K - $5.62K
|
166
$7.66K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$2.16K - $2.37K
|
70
$3.23K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$609K - $681K
|
20K
$923K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
87New |
$2.65K - $2.96K
|
87
$4.02K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
22KNew |
$651K - $742K
|
22K
$1.02M
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.58K+ 1.97% |
$106K - $121K
|
186K
$8.56M
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.67KNew |
$78.8K - $89.9K
|
2.67K
$123K
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.64K+ 7.32% |
$48.4K - $55.2K
|
24K
$1.11M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
67New |
$1.98K - $2.26K
|
67
$3.09K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
144K+ 349.23% |
$4.25M - $5.46M
|
186K
$8.57M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$1.15M - $1.48M
|
39.1K
$1.8M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
400New |
$11.8K - $15.1K
|
400
$18.5K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
250New |
$7.36K - $9.45K
|
250
$11.5K
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 6.35% |
$118 - $151
|
67
$3.09K
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.19KNew |
$303K - $357K
|
9.19K
$424K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
153New |
$5.06K - $5.95K
|
153
$7.06K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.8KNew |
$308K - $345K
|
8.8K
$406K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150New |
$5.25K - $5.89K
|
150
$6.92K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
36.6KNew |
$864K - $1.07M
|
36.6K
$1.69M
|
|
Jan 26, 2021
Q4 2020
|
Monarch Capital Management Inc
|
BUY
|
- |
7.9KNew |
$186K - $231K
|
7.9K
$365K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
9.21KNew |
$188K - $223K
|
9.21K
$425K
|
|
Oct 15, 2020
Q3 2020
|
Diversified Trust CO
|
BUY
|
- |
8.56KNew |
$175K - $207K
|
8.56K
$395K
|
|
Nov 04, 2020
Q3 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
940New |
$19.2K - $22.8K
|
940
$43.4K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
900+ 27.58% |
$13.5K - $18.4K
|
4.16K
$192K
|