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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
864+ 1.44% |
$30.6K - $35.6K
|
60.9K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
800New |
$28.3K - $33K
|
800
$36.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
784New |
$27.8K - $32.3K
|
784
$36.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
683New |
$24.2K - $28.2K
|
683
$31.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
568+ 7.71% |
$20.1K - $23.4K
|
7.93K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500+ 33.72% |
$17.7K - $20.6K
|
1.98K
$91.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 100.0% |
$17.7K - $20.6K
|
1K
$46.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
495+ 2.29% |
$17.5K - $20.4K
|
22.1K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
449+ 3.92% |
$15.9K - $18.5K
|
11.9K
$550K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
440+ 2.39% |
$15.6K - $18.2K
|
18.9K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
401+ 26.43% |
$14.2K - $16.5K
|
1.92K
$88.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
265+ 26.55% |
$9.38K - $10.9K
|
1.26K
$58.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 1.88% |
$8.85K - $10.3K
|
13.5K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
210+ 3.79% |
$7.44K - $8.66K
|
5.76K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$7.08K - $8.25K
|
200
$9.23K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
175+ 0.77% |
$6.2K - $7.22K
|
22.9K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.31K - $6.19K
|
150
$6.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
125New |
$4.43K - $5.16K
|
125
$5.77K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$3.54K - $4.13K
|
100
$4.62K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
95+ 35.85% |
$3.36K - $3.92K
|
360
$16.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
86New |
$3.05K - $3.55K
|
86
$3.97K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
84+ 1.05% |
$2.97K - $3.47K
|
8.11K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
81+ 0.39% |
$2.87K - $3.34K
|
20.9K
$965K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
$1.95K - $2.27K
|
55
$2.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
26+ 34.67% |
$921 - $1.07K
|
101
$4.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
25+ 9.09% |
$885 - $1.03K
|
300
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14New |
$496 - $578
|
14
$646
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10New |
$354 - $413
|
10
$462
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7+ 0.05% |
$248 - $289
|
14.4K
$665K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$177 - $206
|
5
$231
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.42% |
$390 - $454
|
2.61K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-12- 6.12% |
$425 - $495
|
184
$8.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 3.09% |
$460 - $536
|
408
$18.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-15- 0.16% |
$531 - $619
|
9.1K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23- 0.11% |
$814 - $949
|
21.3K
$983K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-35- 0.18% |
$1.24K - $1.44K
|
19.6K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-87- 2.71% |
$3.08K - $3.59K
|
3.12K
$144K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-97- 0.05% |
$3.43K - $4K
|
215K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-113- 1.94% |
$4K - $4.66K
|
5.72K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-125- 29.14% |
$4.43K - $5.16K
|
304
$14K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-170- 67.19% |
$6.02K - $7.01K
|
83
$3.83K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-261- 5.34% |
$9.24K - $10.8K
|
4.63K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-509- 1.71% |
$18K - $21K
|
29.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-583- 5.11% |
$20.6K - $24.1K
|
10.8K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-662- 2.03% |
$23.4K - $27.3K
|
31.9K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-878- 0.58% |
$31.1K - $36.2K
|
149K
$6.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.31K- 6.44% |
$46.5K - $54.1K
|
19.1K
$879K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.9K- 3.11% |
$67.3K - $78.5K
|
59.2K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 8.55% |
$67.5K - $78.7K
|
20.4K
$941K
|