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Comprehensive Financial Consultants Institutional’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-760
Closed -$26K – 238
2021
Q4 		$26K Buy
+760
New +$28.4K 0.02% 283

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Jane Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's EPI Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 760 shares — an estimated $26K sold.

Comprehensive Financial Consultants Institutional first reported a position in EPI in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 135 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 760 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $26K.
  • Comprehensive Financial Consultants Institutional first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's WisdomTree India Earnings Fund ETF position peaked at $26K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.