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Cetera Advisor Networks’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cetera Advisor Networks’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
Q1 		$914K Buy
20,976
+11,239
+115% +$483K ﹤0.01% 1524
2023
Q4 		$399K Buy
+9,737
New +$369K ﹤0.01% 2051
2020
Q3 		– Sell
-687
Closed -$14K – 1729
2020
Q2 		$14K Buy
+687
New +$12.5K ﹤0.01% 2567

Other funds holding EPI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisor Networks's EPI Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree India Earnings Fund ETF (EPI) stake by 115% in Q1 2024, buying an estimated $483K and bringing the position to 20,976 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Cetera Advisor Networks first reported a position in EPI in Q2 2020 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

  • Cetera Advisor Networks held 20,976 shares of WisdomTree India Earnings Fund ETF worth $914K as of Q1 2024.
  • Cetera Advisor Networks bought 11,239 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $483K.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1524 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree India Earnings Fund ETF in Q2 2020 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.