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Ameritas Advisory Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-70
Closed -$2.26K – 1115
2023
Q1 		$2.26K Buy
+70
New +$2.25K ﹤0.01% 2360

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DCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MD
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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameritas Advisory Services's EPI Position: Q2 2023 in Review

Ameritas Advisory Services sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2023, closing a stake of 70 shares — an estimated $2.26K sold.

Ameritas Advisory Services first reported a position in EPI in Q1 2023 and held it in 1 quarter. The position peaked at $2.26K in Q1 2023. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2023.

  • Ameritas Advisory Services reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 70 WisdomTree India Earnings Fund ETF shares in Q2 2023, an estimated $2.26K.
  • Ameritas Advisory Services first reported a position in WisdomTree India Earnings Fund ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's WisdomTree India Earnings Fund ETF position peaked at $2.26K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.