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

BDO 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
2020 Q1	–	Sell	-4,978	Closed	-$124K	–	763
2019 Q4	$124K	Hold	4,978	–	–	0.03%	228
2019 Q3	$119K	Hold	4,978	–	–	0.03%	242
2019 Q2	$130K	Buy	+4,978	New	+$129K	0.04%	229

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's EPI Position: Q1 2020 in Review

BDO Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 4,978 shares — an estimated $124K sold.

BDO Wealth Advisors first reported a position in EPI in Q2 2019 and held it in 3 quarters. The position peaked at $130K in Q2 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

BDO Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 4,978 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $124K.
BDO Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2019 and held it in 3 quarters.
BDO Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $130K in Q2 2019.
126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.