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

Avaii 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
2024
Q2 		– Sell
-7,280
Closed -$317K – 147
2024
Q1 		$317K Buy
+7,280
New +$313K 0.19% 103

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Avaii Wealth Management's EPI Position: Q2 2024 in Review

Avaii Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2024, closing a stake of 7,280 shares — an estimated $317K sold.

Avaii Wealth Management first reported a position in EPI in Q1 2024 and held it in 1 quarter. The position peaked at $317K in Q1 2024. 306 funds tracked by Wall St. Rank hold EPI as of Q2 2024.

  • Avaii Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 7,280 WisdomTree India Earnings Fund ETF shares in Q2 2024, an estimated $317K.
  • Avaii Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2024 and held it in 1 quarter.
  • Avaii Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $317K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2024.

Based on Avaii Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.