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Affinity Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Affinity Wealth Management’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
Q3 		– Sell
-75,573
Closed -$1.97M – 99
2019
Q2 		$1.97M Buy
75,573
+15,400
+26% +$400K 0.77% 20
2019
Q1 		$1.58M Buy
60,173
+23,172
+63% +$569K 0.63% 25
2018
Q4 		$918K Buy
+37,001
New +$864K 0.56% 31

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Affinity Wealth Management's EPI Position: Q3 2019 in Review

Affinity Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2019, closing a stake of 75,573 shares — an estimated $1.97M sold.

Affinity Wealth Management first reported a position in EPI in Q4 2018 and held it in 3 quarters. The position peaked at $1.97M in Q2 2019. 160 funds tracked by Wall St. Rank hold EPI as of Q3 2019.

  • Affinity Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 75,573 WisdomTree India Earnings Fund ETF shares in Q3 2019, an estimated $1.97M.
  • Affinity Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $1.97M in Q2 2019.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2019.

Based on Affinity Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.