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Clearstead Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Clearstead Trust’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
2017
Q3 		– Sell
-1,175
Closed -$29K – 220
2017
Q2 		$29K Buy
+1,175
New +$29.1K 0.02% 183

Other funds holding EPI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clearstead Trust's EPI Position: Q3 2017 in Review

Clearstead Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2017, closing a stake of 1,175 shares — an estimated $29K sold.

Clearstead Trust first reported a position in EPI in Q2 2017 and held it in 1 quarter. The position peaked at $29K in Q2 2017. 159 funds tracked by Wall St. Rank hold EPI as of Q3 2017.

  • Clearstead Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2017 after selling out during the quarter.
  • Clearstead Trust sold 1,175 WisdomTree India Earnings Fund ETF shares in Q3 2017, an estimated $29K.
  • Clearstead Trust first reported a position in WisdomTree India Earnings Fund ETF in Q2 2017 and held it in 1 quarter.
  • Clearstead Trust's WisdomTree India Earnings Fund ETF position peaked at $29K in Q2 2017.
  • 159 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2017.

Based on Clearstead Trust's 13F filing for Q3 2017, filed 17 Nov 2017.