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 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
307New |
$14.6K - $15.6K
|
307
$14.3K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 39.74% |
$14.2K - $15.2K
|
1.06K
$49.2K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
280+ 1750.0% |
$13.3K - $14.2K
|
296
$13.8K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
273+ 45.65% |
$12.9K - $13.9K
|
871
$40.6K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
270+ 6.48% |
$12.8K - $13.7K
|
4.44K
$207K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
262+ 4.96% |
$12.4K - $13.3K
|
5.55K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
224New |
$10.6K - $11.4K
|
224
$10.4K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
224New |
$10.6K - $11.4K
|
224
$10.4K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186+ 0.18% |
$8.82K - $9.45K
|
101K
$4.73M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
166+ 0.39% |
$7.87K - $8.44K
|
43.1K
$2.01M
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
152+ 2.12% |
$7.21K - $7.72K
|
7.34K
$342K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
147+ 0.79% |
$6.97K - $7.47K
|
18.7K
$872K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
120New |
$5.69K - $6.1K
|
120
$5.59K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
120New |
$5.69K - $6.1K
|
120
$5.59K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
106+ 0.43% |
$5.03K - $5.39K
|
24.6K
$1.15M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
103+ 1.88% |
$4.88K - $5.23K
|
5.59K
$261K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
101+ 1.13% |
$4.79K - $5.13K
|
9.04K
$421K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
93+ 0.49% |
$4.41K - $4.73K
|
19.3K
$898K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
69New |
$3.27K - $3.51K
|
69
$3.22K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 21.67% |
$3.08K - $3.3K
|
365
$17K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 0.86% |
$1.42K - $1.52K
|
3.52K
$164K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 5.88% |
$948 - $1.02K
|
360
$16.8K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
4+ 0.03% |
$190 - $203
|
13.9K
$650K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.11% |
$94.8 - $102
|
1.86K
$86.8K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$47.4 - $50.8
|
817
$38.1K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 1.83% |
$332 - $356
|
375
$17.5K
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-56- 0.03% |
$2.65K - $2.85K
|
215K
$10M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-56- 1.09% |
$2.65K - $2.85K
|
5.1K
$238K
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-74- 0.72% |
$3.51K - $3.76K
|
10.2K
$477K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 0.3% |
$3.56K - $3.81K
|
24.9K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-125- 1.28% |
$5.93K - $6.35K
|
9.67K
$451K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-129- 0.32% |
$6.12K - $6.56K
|
40.7K
$1.9M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-151- 2.4% |
$7.16K - $7.67K
|
6.14K
$286K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-186- 0.15% |
$8.82K - $9.45K
|
120K
$5.61M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-258- 4.44% |
$12.2K - $13.1K
|
5.55K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-277- 0.33% |
$13.1K - $14.1K
|
84.5K
$3.94M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-330- 4.41% |
$15.6K - $16.8K
|
7.15K
$333K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-368- 1.82% |
$17.4K - $18.7K
|
19.9K
$926K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-390- 1.89% |
$18.5K - $19.8K
|
20.2K
$942K
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-400- 1.97% |
$19K - $20.3K
|
19.9K
$927K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-448- 69.14% |
$21.2K - $22.8K
|
200
$9.32K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-450- 6.47% |
$21.3K - $22.9K
|
6.5K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-480- 78.69% |
$22.8K - $24.4K
|
130
$6.06K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-485Closed |
$23K - $24.6K
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-491- 0.53% |
$23.3K - $25K
|
91.9K
$4.29M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-519- 3.55% |
$24.6K - $26.4K
|
14.1K
$657K
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-535- 1.17% |
$25.4K - $27.2K
|
45K
$2.1M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-564- 2.6% |
$26.7K - $28.7K
|
21.1K
$983K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-579- 2.3% |
$27.5K - $29.4K
|
24.6K
$1.15M
|