Purchases and Sales Made in Q4 2024 in Wisdomtree Tr India Earnings F (EPI)
This table provides information about the institutional ownership of Wisdomtree Tr India Earnings F (EPI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.98M+ 337.31% |
$89.3M - $99.2M
|
2.57M
$111M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
546K+ 19.28% |
$24.6M - $27.3M
|
3.38M
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
529KNew |
$23.8M - $26.5M
|
529K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
430K+ 78.39% |
$19.4M - $21.5M
|
979K
$42.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
326KNew |
$14.7M - $16.3M
|
326K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
244K+ 61.18% |
$11M - $12.2M
|
642K
$27.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 30.98% |
$6.91M - $7.68M
|
648K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
148K+ 79.05% |
$6.69M - $7.43M
|
336K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
90.3K+ 190.68% |
$4.07M - $4.52M
|
138K
$5.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
87.6K+ 42.14% |
$3.95M - $4.39M
|
295K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 1085.89% |
$3.43M - $3.81M
|
83K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.8K+ 41.39% |
$3.42M - $3.8M
|
259K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$3.29M - $3.65M
|
73K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
66.2K+ 6.51% |
$2.98M - $3.31M
|
1.08M
$46.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.5K+ 237.79% |
$2.64M - $2.93M
|
83.1K
$3.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58.4KNew |
$2.64M - $2.93M
|
58.4K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
57.1K+ 14.86% |
$2.57M - $2.86M
|
441K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
57.1K+ 14.86% |
$2.57M - $2.86M
|
441K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
54.6KNew |
$2.46M - $2.73M
|
54.6K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
37.6K+ 4.08% |
$1.7M - $1.88M
|
960K
$41.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.2K+ 77.63% |
$1.54M - $1.71M
|
78.3K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
33.5K+ 15.89% |
$1.51M - $1.68M
|
244K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
33KNew |
$1.49M - $1.66M
|
33K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
26.7K+ 90.92% |
$1.2M - $1.34M
|
56K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
26.7K+ 29.07% |
$1.2M - $1.33M
|
118K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
22.3K+ 22.41% |
$1.01M - $1.12M
|
122K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$947K - $1.05M
|
21K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.1KNew |
$859K - $955K
|
19.1K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.8K+ 24.29% |
$757K - $841K
|
85.9K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
15.7K+ 7.88% |
$707K - $785K
|
215K
$9.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
15.5KNew |
$700K - $777K
|
15.5K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 31.79% |
$605K - $672K
|
55.6K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.7KNew |
$528K - $586K
|
11.7K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.9K+ 509.72% |
$490K - $544K
|
13K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3KNew |
$465K - $517K
|
10.3K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$458K - $509K
|
10.2K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10KNew |
$452K - $502K
|
10K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10KNew |
$451K - $501K
|
10K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.23KNew |
$416K - $462K
|
9.23K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.27K+ 20.99% |
$373K - $414K
|
47.7K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7.68K+ 142.58% |
$346K - $385K
|
13.1K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.25KNew |
$327K - $363K
|
7.25K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.95K+ 11.02% |
$313K - $348K
|
70K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87K+ 140.14% |
$310K - $344K
|
11.8K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.87KNew |
$310K - $344K
|
6.87K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.81K+ 16.25% |
$307K - $341K
|
48.7K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.75KNew |
$304K - $338K
|
6.75K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.68K+ 5.37% |
$301K - $334K
|
131K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.51KNew |
$294K - $326K
|
6.51K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.41K+ 80.56% |
$289K - $321K
|
14.4K
$619K
|