Purchases and Sales Made in Q4 2023 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12.6K+ 108.4% |
$448K - $522K
|
24.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$403K - $469K
|
11.4K
$525K
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$402K - $469K
|
11.4K
$524K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
10.8K+ 7737.86% |
$384K - $447K
|
11K
$507K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10.8KNew |
$382K - $445K
|
10.8K
$498K
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
10.2KNew |
$361K - $420K
|
10.2K
$470K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.92KNew |
$351K - $409K
|
9.92K
$458K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.74KNew |
$345K - $402K
|
9.74K
$449K
|
|
Feb 14, 2024
Q4 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.56KNew |
$303K - $353K
|
8.56K
$395K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
8.16K+ 512.63% |
$289K - $337K
|
9.75K
$450K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
8.01KNew |
$283K - $330K
|
8.01K
$370K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.88KNew |
$279K - $325K
|
7.88K
$364K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.84K+ 100.64% |
$278K - $323K
|
15.6K
$721K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.36K+ 58.65% |
$261K - $304K
|
19.9K
$919K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.96KNew |
$246K - $287K
|
6.96K
$321K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
6.88KNew |
$244K - $284K
|
6.88K
$318K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.5K+ 67.79% |
$230K - $268K
|
16.1K
$742K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.45K+ 28.13% |
$229K - $266K
|
29.4K
$1.36M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.22KNew |
$220K - $256K
|
6.22K
$287K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.98K+ 32.0% |
$212K - $247K
|
24.6K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.88KNew |
$208K - $242K
|
5.88K
$271K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.62KNew |
$199K - $232K
|
5.62K
$259K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.39KNew |
$191K - $222K
|
5.39K
$249K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.35KNew |
$190K - $221K
|
5.35K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.3KNew |
$188K - $219K
|
5.3K
$245K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.1K+ 7.71% |
$181K - $210K
|
71.3K
$3.29M
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
5.07KNew |
$180K - $209K
|
5.07K
$234K
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.06KNew |
$179K - $209K
|
5.06K
$233K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.04K+ 9.07% |
$179K - $208K
|
60.7K
$2.8M
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.96KNew |
$176K - $205K
|
4.96K
$229K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.64K+ 36.47% |
$164K - $191K
|
17.4K
$801K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.99K+ 13.58% |
$141K - $165K
|
33.4K
$1.54M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.27K+ 11.93% |
$116K - $135K
|
30.7K
$1.42M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.13K+ 18.46% |
$111K - $129K
|
20.1K
$929K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$91.7K - $107K
|
2.59K
$120K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.47K+ 82.63% |
$87.6K - $102K
|
5.47K
$252K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.36KNew |
$83.5K - $97.2K
|
2.36K
$109K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.28K+ 11.63% |
$80.6K - $93.9K
|
21.8K
$1.01M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.27KNew |
$80.4K - $93.7K
|
2.27K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 24.2% |
$79.3K - $92.4K
|
11.5K
$530K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$74.7K - $87.1K
|
2.11K
$97.4K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2K+ 18.18% |
$70.8K - $82.5K
|
13K
$600K
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.9K+ 7.97% |
$67.3K - $78.4K
|
25.7K
$1.19M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.7K+ 339.12% |
$60.2K - $70.1K
|
2.2K
$102K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.65K+ 3.82% |
$58.2K - $67.9K
|
44.7K
$2.06M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 27.27% |
$53.1K - $61.9K
|
7K
$323K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.4KNew |
$49.6K - $57.8K
|
1.4K
$64.6K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.39K+ 134.56% |
$49.1K - $57.2K
|
2.42K
$112K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.31K+ 932.14% |
$46.2K - $53.8K
|
1.45K
$66.7K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
894New |
$31.7K - $36.9K
|
894
$41.3K
|