Purchases and Sales Made in Q2 2023 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q2 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INDIA EARNINGS F.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.16KNew |
$100K - $110K
|
3.16K
$147K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.09K+ 7.85% |
$98K - $108K
|
42.5K
$1.98M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
2.5K+ 450.45% |
$79.3K - $87K
|
3.06K
$142K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 32.42% |
$70.2K - $76.9K
|
9.03K
$421K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 2.98% |
$46.2K - $50.7K
|
50.3K
$2.35M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$46.1K - $50.5K
|
1.45K
$67.7K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 32.75% |
$44.4K - $48.7K
|
5.68K
$265K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.35K+ 9.31% |
$42.9K - $47K
|
15.9K
$739K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
971New |
$30.8K - $33.8K
|
971
$45.3K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
850+ 7.07% |
$27K - $29.6K
|
12.9K
$600K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
449+ 2.49% |
$14.2K - $15.6K
|
18.5K
$861K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
400+ 1.48% |
$12.7K - $13.9K
|
27.4K
$1.28M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
397+ 7.49% |
$12.6K - $13.8K
|
5.7K
$266K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
336+ 30.68% |
$10.7K - $11.7K
|
1.43K
$66.7K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
226+ 706.25% |
$7.17K - $7.86K
|
258
$12K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
150+ 1.08% |
$4.76K - $5.22K
|
14K
$652K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
140New |
$4.44K - $4.87K
|
140
$6.53K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135+ 0.27% |
$4.28K - $4.7K
|
50.1K
$2.34M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
107+ 0.5% |
$3.4K - $3.72K
|
21.7K
$1.01M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.41% |
$2.38K - $2.61K
|
18.2K
$850K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
49New |
$1.55K - $1.71K
|
49
$2.28K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40+ 0.27% |
$1.27K - $1.39K
|
14.6K
$681K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
20New |
$635 - $696
|
20
$932
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$444 - $487
|
14
$653
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$159 - $174
|
5
$233
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.01% |
$31.7 - $34.8
|
12.1K
$564K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 4.99% |
$635 - $696
|
381
$17.8K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-25- 0.11% |
$793 - $870
|
22K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-134- 1.27% |
$4.25K - $4.66K
|
10.4K
$485K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-233- 1.31% |
$7.39K - $8.11K
|
17.6K
$820K
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-240- 1.25% |
$7.62K - $8.35K
|
19K
$886K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-288- 5.56% |
$9.14K - $10K
|
4.89K
$228K
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-295- 1.43% |
$9.36K - $10.3K
|
20.4K
$950K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 1.34% |
$9.52K - $10.4K
|
22.1K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-308- 0.83% |
$9.77K - $10.7K
|
36.6K
$1.71M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-308- 0.83% |
$9.77K - $10.7K
|
36.6K
$1.71M
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-336- 0.16% |
$10.7K - $11.7K
|
216K
$10.1M
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-625- 1.67% |
$19.8K - $21.8K
|
36.7K
$1.71M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-674- 99.85% |
$21.4K - $23.5K
|
1
$46.6
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-753- 17.59% |
$23.9K - $26.2K
|
3.53K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-759- 60.38% |
$24.1K - $26.4K
|
498
$23.2K
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-769- 75.61% |
$24.4K - $26.8K
|
248
$11.6K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-846- 3.72% |
$26.8K - $29.4K
|
21.9K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.15K- 9.88% |
$99.8K - $109K
|
28.7K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.53K- 17.32% |
$112K - $123K
|
16.9K
$785K
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.15K- 1.49% |
$132K - $144K
|
275K
$12.8M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.71K- 4.19% |
$150K - $164K
|
108K
$5.02M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.82K- 93.94% |
$153K - $168K
|
311
$14.5K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5.41K- 5.01% |
$172K - $188K
|
102K
$4.78M
|