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

Clarfeld Financial 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
2018 Q4	$5K	Buy	+182	New	+$4.25K	﹤0.01%	323

Other funds holding EPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarfeld Financial Advisors's EPI Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q4 2018: 182 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings.

160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

Clarfeld Financial Advisors held 182 shares of WisdomTree India Earnings Fund ETF worth $5K as of Q4 2018.
WisdomTree India Earnings Fund ETF was a new Clarfeld Financial Advisors position in Q4 2018.
WisdomTree India Earnings Fund ETF made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #323 holding.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.