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Advisor Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Advisor Group’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$261K Sell
10,476
-656
-6% -$15.9K ﹤0.01% 2185
2019
Q3 		$265K Sell
11,132
-7,402
-40% -$178K ﹤0.01% 2112
2019
Q2 		$483K Sell
18,534
-6,903
-27% -$179K ﹤0.01% 1638
2019
Q1 		$669K Sell
25,437
-6,230
-20% -$153K 0.01% 1385
2018
Q4 		$785K Sell
31,667
-1,200
-4% -$28K 0.01% 1101
2018
Q3 		$792K Buy
32,867
+4,698
+17% +$122K 0.01% 1138
2018
Q2 		$709K Sell
28,169
-6,614
-19% -$172K 0.01% 1078
2018
Q1 		$912K Sell
34,783
-3,538
-9% -$97.3K 0.01% 931
2017
Q4 		$1.07M Buy
38,321
+6,777
+21% +$181K 0.01% 850
2017
Q3 		$794K Buy
31,544
+14,427
+84% +$375K 0.01% 934
2017
Q2 		$419K Sell
17,117
-3,967
-19% -$98.4K 0.01% 1256
2017
Q1 		$510K Buy
21,084
+16,692
+380% +$372K 0.01% 1064
2016
Q4 		$89K Sell
4,392
-1,113
-20% -$23.1K ﹤0.01% 2149
2016
Q3 		$119K Sell
5,505
-242
-4% -$5.18K ﹤0.01% 1880
2016
Q2 		$115K Buy
+5,747
New +$113K ﹤0.01% 1821

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Advisor Group's EPI Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 5.9% in Q4 2019, selling an estimated $15.9K and leaving 10,476 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Advisor Group first reported a position in EPI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2017. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

  • Advisor Group held 10,476 shares of WisdomTree India Earnings Fund ETF worth $261K as of Q4 2019.
  • Advisor Group sold 656 WisdomTree India Earnings Fund ETF shares in Q4 2019, an estimated $15.9K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2185 holding.
  • Advisor Group first reported a position in WisdomTree India Earnings Fund ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WisdomTree India Earnings Fund ETF position peaked at $1.07M in Q4 2017.
  • 162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.