Purchases and Sales Made in Q3 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
4K+ 3.26% |
$190K - $203K
|
127K
$5.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
4K+ 0.14% |
$190K - $203K
|
2.83M
$132M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4KNew |
$190K - $203K
|
4K
$186K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 45.16% |
$177K - $189K
|
12K
$558K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.21K+ 53.34% |
$152K - $163K
|
9.22K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.12K+ 61.01% |
$148K - $159K
|
8.23K
$384K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.1K+ 51.24% |
$147K - $158K
|
9.15K
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.04K+ 1.96% |
$144K - $154K
|
158K
$7.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.03K+ 4.07% |
$144K - $154K
|
77.6K
$3.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 60.0% |
$142K - $152K
|
8K
$373K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.8K+ 4.47% |
$133K - $142K
|
65.6K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 5.29% |
$128K - $138K
|
53.9K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.7K+ 9.6% |
$128K - $137K
|
30.8K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.4K+ 4.25% |
$114K - $122K
|
58.8K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.33K+ 40.16% |
$111K - $118K
|
8.14K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.28K+ 24.93% |
$108K - $116K
|
11.4K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 8.36% |
$106K - $114K
|
29K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 0.9% |
$104K - $112K
|
247K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.15K+ 3.73% |
$102K - $109K
|
59.7K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.13KNew |
$101K - $108K
|
2.13K
$99.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2K+ 34.51% |
$94.9K - $102K
|
7.8K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2K+ 12.24% |
$94.8K - $102K
|
18.3K
$855K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.98K+ 53.99% |
$94K - $101K
|
5.66K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 15.7% |
$90.1K - $96.6K
|
14K
$653K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.88K+ 7.84% |
$89.2K - $95.6K
|
25.9K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.71K+ 14.16% |
$80.8K - $86.6K
|
13.8K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.54K+ 11.52% |
$72.8K - $78.1K
|
14.9K
$693K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5K+ 3.52% |
$71K - $76.1K
|
44.1K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.29K+ 5.42% |
$61.1K - $65.5K
|
25.1K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 23.93% |
$55.7K - $59.7K
|
6.08K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.16K+ 22.35% |
$54.9K - $58.9K
|
6.35K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 484.03% |
$54.6K - $58.5K
|
1.39K
$64.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.01K+ 23.82% |
$47.9K - $51.4K
|
5.26K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1K+ 2.99% |
$47.4K - $50.8K
|
34.5K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
943+ 1.87% |
$44.7K - $47.9K
|
51.4K
$2.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
809+ 4.19% |
$38.4K - $41.1K
|
20.1K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
806New |
$38.2K - $41K
|
806
$37.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
761+ 6.59% |
$36.1K - $38.7K
|
12.3K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
760+ 15.76% |
$36K - $38.6K
|
5.58K
$260K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
700New |
$33.2K - $35.6K
|
700
$32.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
687+ 2.65% |
$32.6K - $34.9K
|
26.6K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
652+ 113.79% |
$30.9K - $33.1K
|
1.23K
$57.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
620+ 53.31% |
$29.4K - $31.5K
|
1.78K
$83.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
609+ 6.22% |
$28.9K - $30.9K
|
10.4K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
597+ 9.32% |
$28.3K - $30.3K
|
7K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
581+ 3.1% |
$27.5K - $29.5K
|
19.3K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
565+ 10.79% |
$26.8K - $28.7K
|
5.8K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
539New |
$25.6K - $27.4K
|
539
$25.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500New |
$23.7K - $25.4K
|
500
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
435+ 2.85% |
$20.6K - $22.1K
|
15.7K
$733K
|