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 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
13.8KNew |
$564K - $618K
|
13.8K
$624K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 115.43% |
$460K - $504K
|
21K
$951K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.47KNew |
$388K - $425K
|
9.47K
$429K
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$298K - $327K
|
7.28K
$330K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.1KNew |
$250K - $274K
|
6.1K
$277K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.49KNew |
$225K - $246K
|
5.49K
$249K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
5KNew |
$205K - $224K
|
5K
$227K
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.25KNew |
$133K - $146K
|
3.25K
$147K
|
|
May 07, 2024
Q1 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.66K+ 31.03% |
$109K - $119K
|
11.2K
$508K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.45KNew |
$100K - $110K
|
2.45K
$111K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.34K+ 45.97% |
$95.9K - $105K
|
7.43K
$337K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.8KNew |
$73.5K - $80.5K
|
1.8K
$81.3K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
256New |
$10.5K - $11.5K
|
256
$11.6K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
212New |
$8.68K - $9.51K
|
212
$9.61K
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200New |
$8.19K - $8.97K
|
200
$9.06K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
140New |
$5.73K - $6.28K
|
140
$6.34K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56New |
$2.29K - $2.51K
|
56
$2.54K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
54New |
$2.21K - $2.42K
|
54
$2.45K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
25New |
$1.02K - $1.12K
|
25
$1.13K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2New |
$81.9 - $89.7
|
2
$90.6
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
385KNew |
$13.6M - $15.9M
|
385K
$17.4M
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
15.7K+ 35.23% |
$555K - $647K
|
60.2K
$2.73M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.27KNew |
$80.4K - $93.7K
|
2.27K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$74.7K - $87.1K
|
2.11K
$95.6K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
894New |
$31.7K - $36.9K
|
894
$40.5K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$7.08K - $8.25K
|
200
$9.06K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.31K - $6.19K
|
150
$6.8K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$4.43K - $5.16K
|
125
$5.67K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
95+ 35.85% |
$3.36K - $3.92K
|
360
$16.3K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$3.05K - $3.55K
|
86
$3.9K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.95K - $2.27K
|
55
$2.49K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 34.67% |
$921 - $1.07K
|
101
$4.58K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$177 - $206
|
5
$227
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
77.7KNew |
$2.71M - $2.95M
|
77.7K
$3.52M
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.21KNew |
$287K - $311K
|
8.21K
$372K
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.16KNew |
$250K - $272K
|
7.16K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
100New |
$3.49K - $3.79K
|
100
$4.53K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
55New |
$1.92K - $2.09K
|
55
$2.49K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.37% |
$1.15K - $1.25K
|
8.98K
$407K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
37.3K+ 73.83% |
$1.18M - $1.3M
|
87.9K
$3.98M
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15KNew |
$476K - $522K
|
15K
$680K
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9KNew |
$286K - $313K
|
9K
$408K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$159K - $174K
|
5K
$227K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$635 - $696
|
20
$906
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
166New |
$5.12K - $5.62K
|
166
$7.52K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$2.16K - $2.37K
|
70
$3.17K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$609K - $681K
|
20K
$906K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
87New |
$2.65K - $2.96K
|
87
$3.94K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
22KNew |
$651K - $742K
|
22K
$997K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
3.58K+ 1.97% |
$106K - $121K
|
186K
$8.41M
|