CG
EPI icon

Cutler Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cutler Group’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 		$60K Sell
1,400
-800
-36% -$34.4K 0.02% 599
2023
Q4 		$90K Buy
2,200
+1,699
+339% +$64.4K 0.01% 1107
2023
Q3 		$18K Buy
501
+500
+50,000% +$18.1K ﹤0.01% 2106
2023
Q2 		$0 Sell
1
-674
-100% -$22.3K ﹤0.01% 3726
2023
Q1 		$21K Sell
675
-1,220
-64% -$39.3K ﹤0.01% 1893
2022
Q4 		$61K Buy
1,895
+20
+1% +$648 0.01% 1448
2022
Q3 		$57K Buy
1,875
+871
+87% +$27.7K ﹤0.01% 1797
2022
Q2 		$29K Sell
1,004
-5,018
-83% -$171K ﹤0.01% 2362
2022
Q1 		$216K Buy
+6,022
New +$219K 0.01% 1139
2021
Q4 		– Sell
-12
Closed -$449 – 5532
2021
Q3 		$0 Buy
+12
New +$427 ﹤0.01% 5855
2021
Q1 		– Sell
-53,403
Closed -$1.66M – 5792
2020
Q4 		$1.56M Buy
53,403
+49,896
+1,423% +$1.3M 0.07% 270
2020
Q3 		$82K Sell
3,507
-15,493
-82% -$352K 0.01% 1443
2020
Q2 		$380K Sell
19,000
-9,500
-33% -$173K 0.03% 582
2020
Q1 		$461K Buy
28,500
+14,352
+101% +$320K 0.02% 580
2019
Q4 		$352K Sell
14,148
-6,202
-30% -$150K 0.02% 581
2019
Q3 		$485K Buy
20,350
+17,850
+714% +$429K 0.04% 366
2019
Q2 		$65K Buy
+2,500
New +$64.9K 0.01% 1355
2019
Q1 		– Sell
-277,446
Closed -$6.81M – 4213
2018
Q4 		$6.88M Buy
277,446
+160,264
+137% +$3.74M 0.65% 24
2018
Q3 		$2.83M Buy
117,182
+51,401
+78% +$1.34M 0.2% 95
2018
Q2 		$1.66M Buy
65,781
+42,798
+186% +$1.11M 0.13% 157
2018
Q1 		$602K Sell
22,983
-98,088
-81% -$2.7M 0.05% 356
2017
Q4 		$3.37M Sell
121,071
-11,806
-9% -$315K 0.14% 90
2017
Q3 		$3.34M Buy
+132,877
New +$3.46M 0.13% 125
2016
Q4 		– Sell
-1,316
Closed -$27.4K – 6699
2016
Q3 		$28K Sell
1,316
-29,793
-96% -$637K ﹤0.01% 3074
2016
Q2 		$628K Sell
31,109
-5,874
-16% -$115K 0.03% 473
2016
Q1 		$721K Buy
36,983
+28,262
+324% +$515K 0.05% 372
2015
Q4 		$173K Buy
+8,721
New +$174K 0.01% 1304

Other funds holding EPI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutler Group's EPI Position: Q1 2024 in Review

Cutler Group reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 36% in Q1 2024, selling an estimated $34.4K and leaving 1,400 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #599.

Cutler Group first reported a position in EPI in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.88M in Q4 2018. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

  • Cutler Group held 1,400 shares of WisdomTree India Earnings Fund ETF worth $60K as of Q1 2024.
  • Cutler Group sold 800 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $34.4K.
  • WisdomTree India Earnings Fund ETF made up 0.02% of Cutler Group's portfolio in Q1 2024, its #599 holding.
  • Cutler Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and has held it in 27 quarters since.
  • Cutler Group's WisdomTree India Earnings Fund ETF position peaked at $6.88M in Q4 2018.
  • 280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.