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

Atlas Private 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
2021
Q1 		– Sell
-3,165
Closed -$92K – 877
2020
Q4 		$92K Hold
3,165
– – 0.06% 165
2020
Q3 		$75K Hold
3,165
– – 0.06% 163
2020
Q2 		$63K Buy
+3,165
New +$57.6K 0.06% 179

Other funds holding EPI

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Private Wealth Advisors's EPI Position: Q1 2021 in Review

Atlas Private Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2021, closing a stake of 3,165 shares — an estimated $92K sold.

Atlas Private Wealth Advisors first reported a position in EPI in Q2 2020 and held it in 3 quarters. The position peaked at $92K in Q4 2020. 121 funds tracked by Wall St. Rank hold EPI as of Q1 2021.

  • Atlas Private Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,165 WisdomTree India Earnings Fund ETF shares in Q1 2021, an estimated $92K.
  • Atlas Private Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $92K in Q4 2020.
  • 121 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.