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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.17K+ 7.95% |
$278K - $309K
|
83.7K
$3.61M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.06K+ 3.05% |
$273K - $303K
|
205K
$8.82M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.91K+ 4.91% |
$266K - $296K
|
126K
$5.44M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 21.76% |
$266K - $296K
|
33.1K
$1.42M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5.85KNew |
$264K - $293K
|
5.85K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.67K+ 35.29% |
$255K - $284K
|
21.7K
$936K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.55KNew |
$250K - $278K
|
5.55K
$239K
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
5.51KNew |
$248K - $276K
|
5.51K
$237K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.46K+ 21.68% |
$246K - $274K
|
30.7K
$1.32M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
5.34KNew |
$241K - $267K
|
5.34K
$230K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.22K+ 33.16% |
$235K - $261K
|
21K
$903K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 13.7% |
$179K - $199K
|
33K
$1.42M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.92K+ 49.34% |
$177K - $196K
|
11.9K
$512K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.06K+ 4.54% |
$138K - $153K
|
70.5K
$3.04M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.64K+ 30.38% |
$119K - $132K
|
11.3K
$488K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.43K+ 37.15% |
$110K - $122K
|
8.97K
$386K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.79K+ 0.89% |
$80.7K - $89.6K
|
202K
$8.72M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.45K+ 10.36% |
$65.2K - $72.4K
|
15.4K
$663K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.35K+ 6.65% |
$61K - $67.7K
|
21.7K
$934K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.35K+ 53.23% |
$60.9K - $67.6K
|
3.89K
$167K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 6.17% |
$46.9K - $52.1K
|
17.9K
$772K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
956New |
$43.1K - $47.9K
|
956
$41.2K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
950+ 4.49% |
$42.8K - $47.6K
|
22.1K
$953K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
914+ 10.71% |
$41.2K - $45.8K
|
9.45K
$407K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
842+ 7.48% |
$38K - $42.2K
|
12.1K
$521K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
761+ 16.33% |
$34.3K - $38.1K
|
5.42K
$234K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
746New |
$33.6K - $37.4K
|
746
$32.1K
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
659+ 12.54% |
$29.7K - $33K
|
5.91K
$255K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
636+ 9.87% |
$28.7K - $31.9K
|
7.08K
$305K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
524New |
$23.6K - $26.2K
|
524
$22.6K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
480+ 3.9% |
$21.6K - $24K
|
12.8K
$551K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
449+ 151.69% |
$20.2K - $22.5K
|
745
$32.1K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
437New |
$19.7K - $21.9K
|
437
$18.8K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
361New |
$16.3K - $18.1K
|
361
$15.6K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
355New |
$16K - $17.8K
|
355
$15.3K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
318+ 3.52% |
$14.3K - $15.9K
|
9.36K
$403K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
253New |
$11.4K - $12.7K
|
253
$10.9K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
251New |
$11.3K - $12.6K
|
251
$10.8K
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 1.16% |
$10.4K - $11.5K
|
20.1K
$866K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
169+ 3.05% |
$7.62K - $8.46K
|
5.72K
$246K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
162+ 0.66% |
$7.3K - $8.11K
|
24.8K
$1.07M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109+ 0.48% |
$4.91K - $5.46K
|
22.6K
$975K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
105+ 7.33% |
$4.73K - $5.26K
|
1.54K
$66.3K
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94+ 1.15% |
$4.24K - $4.71K
|
8.27K
$356K
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
78New |
$3.52K - $3.91K
|
78
$3.36K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75+ 1.58% |
$3.38K - $3.76K
|
4.84K
$208K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
43+ 1.22% |
$1.94K - $2.15K
|
3.56K
$153K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$1.67K - $1.85K
|
37
$1.59K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 7.73% |
$1.31K - $1.45K
|
404
$17.4K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21+ 0.26% |
$947 - $1.05K
|
8.02K
$346K
|