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Cardiff Park Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cardiff Park 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
2022
Q3 		– Sell
-8,800
Closed -$261K – 325
2022
Q2 		$261K Hold
8,800
– – 0.04% 208
2022
Q1 		$317K Hold
8,800
– – 0.04% 186
2021
Q4 		$321K Buy
+8,800
New +$329K 0.04% 182

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DCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardiff Park Advisors's EPI Position: Q3 2022 in Review

Cardiff Park Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2022, closing a stake of 8,800 shares — an estimated $261K sold.

Cardiff Park Advisors first reported a position in EPI in Q4 2021 and held it in 3 quarters. The position peaked at $321K in Q4 2021. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

  • Cardiff Park Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2022 after selling out during the quarter.
  • Cardiff Park Advisors sold 8,800 WisdomTree India Earnings Fund ETF shares in Q3 2022, an estimated $261K.
  • Cardiff Park Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 3 quarters.
  • Cardiff Park Advisors's WisdomTree India Earnings Fund ETF position peaked at $321K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on Cardiff Park Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.