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

Cetera 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
2024 Q1	$1.89M	Buy	+43,357	New	+$1.86M	0.01%	844
2019 Q3	–	Sell	-28,807	Closed	-$750K	–	913
2019 Q2	$750K	Buy	+28,807	New	+$747K	0.03%	453
2019 Q1	–	Sell	-38,633	Closed	-$957K	–	1250
2018 Q4	$957K	Buy	38,633 +636	+2%	+$14.9K	0.06%	324
2018 Q3	$913K	Buy	37,997 +8,247	+28%	+$215K	0.04%	383
2018 Q2	$750K	Buy	29,750 +3,830	+15%	+$99.6K	0.04%	396
2018 Q1	$678K	Buy	+25,920	New	+$713K	0.04%	391

Other funds holding EPI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's EPI Position: Q1 2024 in Review

Cetera Advisors opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q1 2024: 43,357 shares worth $1.89M. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EPI as recently as Q2 2019.

Cetera Advisors first reported a position in EPI in Q1 2018 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

Cetera Advisors held 43,357 shares of WisdomTree India Earnings Fund ETF worth $1.89M as of Q1 2024.
WisdomTree India Earnings Fund ETF was a new Cetera Advisors position in Q1 2024.
WisdomTree India Earnings Fund ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #844 holding.
Cetera Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

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