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

Clearwater Capital 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
Q2 		– Sell
-2,531
Closed -$66K – 290
2018
Q1 		$66K Buy
+2,531
New +$69.6K 0.01% 271

Other funds holding EPI

BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearwater Capital Advisors's EPI Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 2,531 shares — an estimated $66K sold.

Clearwater Capital Advisors first reported a position in EPI in Q1 2018 and held it in 1 quarter. The position peaked at $66K in Q1 2018. 170 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,531 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $66K.
  • Clearwater Capital Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree India Earnings Fund ETF position peaked at $66K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.