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

Advisor Resource Council’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
2022 Q3	–	Sell	-185,752	Closed	-$5.51M	–	253
2022 Q2	$5.51M	Buy	185,752 +144,403	+349%	+$4.92M	0.51%	42
2022 Q1	$1.49M	Sell	41,349 -63,321	-60%	-$2.3M	0.45%	64
2021 Q4	$3.82M	Buy	104,670 +76,371	+270%	+$2.85M	0.3%	72
2021 Q3	$1.06M	Sell	28,299 -38,672	-58%	-$1.38M	0.32%	88
2021 Q2	$2.27M	Buy	+66,971	New	+$2.18M	0.24%	92

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Resource Council's EPI Position: Q3 2022 in Review

Advisor Resource Council sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2022, closing a stake of 185,752 shares — an estimated $5.51M sold.

Advisor Resource Council first reported a position in EPI in Q2 2021 and held it in 5 quarters. The position peaked at $5.51M in Q2 2022. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

Advisor Resource Council reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 185,752 WisdomTree India Earnings Fund ETF shares in Q3 2022, an estimated $5.51M.
Advisor Resource Council first reported a position in WisdomTree India Earnings Fund ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's WisdomTree India Earnings Fund ETF position peaked at $5.51M in Q2 2022.
127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.