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Arete Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-20,000
Closed -$2K – 679
2022
Q4 		$2K Buy
+20,000
New +$648K ﹤0.01% 633
2016
Q4 		– Sell
-11,421
Closed -$247K – 188
2016
Q3 		$247K Buy
+11,421
New +$244K 0.14% 122

Other funds holding EPI

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arete Wealth Advisors's EPI Position: Q1 2023 in Review

Arete Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2023, closing a stake of 20,000 shares — an estimated $2K sold.

Arete Wealth Advisors first reported a position in EPI in Q3 2016 and held it in 2 quarters. The position peaked at $247K in Q3 2016. 132 funds tracked by Wall St. Rank hold EPI as of Q1 2023.

  • Arete Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 20,000 WisdomTree India Earnings Fund ETF shares in Q1 2023, an estimated $2K.
  • Arete Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and held it in 2 quarters.
  • Arete Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $247K in Q3 2016.
  • 132 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.