AJ Wealth Strategies’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AJ Wealth Strategies’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
2021 Q1	–	Sell	-9,000	Closed	-$263K	–	261
2020 Q4	$263K	Sell	9,000 -9,000	-50%	-$235K	0.02%	202
2020 Q3	$425K	Hold	18,000	–	–	0.04%	141
2020 Q2	$361K	Hold	18,000	–	–	0.04%	147
2020 Q1	$292K	Buy	+18,000	New	+$401K	0.04%	132

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

AJ Wealth Strategies's EPI Position: Q1 2021 in Review

AJ Wealth Strategies sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2021, closing a stake of 9,000 shares — an estimated $263K sold.

AJ Wealth Strategies first reported a position in EPI in Q1 2020 and held it in 4 quarters. The position peaked at $425K in Q3 2020. 121 funds tracked by Wall St. Rank hold EPI as of Q1 2021.

AJ Wealth Strategies reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2021 after selling out during the quarter.
AJ Wealth Strategies sold 9,000 WisdomTree India Earnings Fund ETF shares in Q1 2021, an estimated $263K.
AJ Wealth Strategies first reported a position in WisdomTree India Earnings Fund ETF in Q1 2020 and held it in 4 quarters.
AJ Wealth Strategies's WisdomTree India Earnings Fund ETF position peaked at $425K in Q3 2020.
121 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2021.

Based on AJ Wealth Strategies's 13F filing for Q1 2021, filed 6 May 2021.