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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$7K Sell
1,000
-500
-33% -$21.5K ﹤0.01% 1426
2023
Q4
$7K Sell
1,500
-2,200
-59% -$83.4K ﹤0.01% 2560
2023
Q3
$8K Buy
3,700
+2,000
+118% +$72.4K ﹤0.01% 2585
2023
Q2
$8K Buy
1,700
+900
+113% +$29.8K ﹤0.01% 2357
2023
Q1
$1K Sell
800
-10,200
-93% -$328K ﹤0.01% 3389
2022
Q4
$1K Buy
+11,000
New +$356K ﹤0.01% 3979
2022
Q3
Sell
-71,500
Closed -$14K 5049
2022
Q2
$14K Buy
71,500
+50,800
+245% +$1.73M ﹤0.01% 2941
2022
Q1
$5K Sell
20,700
-31,500
-60% -$1.14M ﹤0.01% 4108
2021
Q4
$40K Buy
52,200
+49,000
+1,531% +$1.83M ﹤0.01% 2562
2021
Q3
$8K Buy
+3,200
New +$114K ﹤0.01% 4108
2021
Q2
Sell
-700
Closed -$1K 5848
2021
Q1
$1K Sell
700
-8,900
-93% -$277K ﹤0.01% 5192
2020
Q4
$81K Sell
9,600
-800
-8% -$20.9K ﹤0.01% 1670
2020
Q3
$35K Buy
10,400
+5,000
+93% +$114K ﹤0.01% 2032
2020
Q2
$10K Buy
+5,400
New +$98.4K ﹤0.01% 2856
2020
Q1
Sell
-21,000
Closed -$1K 4160
2019
Q4
$1K Buy
21,000
+300
+1% +$7.28K ﹤0.01% 3647
2019
Q3
$1K Buy
20,700
+400
+2% +$9.61K ﹤0.01% 3701
2019
Q2
$8K Sell
20,300
-163,700
-89% -$4.25M ﹤0.01% 2813
2019
Q1
$313K Buy
184,000
+167,400
+1,008% +$4.11M 0.03% 470
2018
Q4
$6K Sell
16,600
-20,500
-55% -$479K ﹤0.01% 2819
2018
Q3
$5K Buy
37,100
+26,900
+264% +$700K ﹤0.01% 3029
2018
Q2
$10K Hold
10,200
﹤0.01% 2668
2018
Q1
$20K Sell
10,200
-98,700
-91% -$2.71M ﹤0.01% 2287
2017
Q4
$349K Sell
108,900
-45,000
-29% -$1.2M 0.01% 690
2017
Q3
$214K Sell
153,900
-56,700
-27% -$1.47M 0.01% 1123
2017
Q2
$212K Buy
210,600
+178,600
+558% +$4.43M 0.01% 1225
2017
Q1
$105K Buy
+32,000
New +$713K ﹤0.01% 1685
2016
Q4
Sell
-67,200
Closed -$7K 6698
2016
Q3
$7K Buy
67,200
+37,300
+125% +$798K ﹤0.01% 4586
2016
Q2
$43K Sell
29,900
-12,400
-29% -$243K ﹤0.01% 2506
2016
Q1
$32K Buy
42,300
+29,000
+218% +$529K ﹤0.01% 2772
2015
Q4
$6K Buy
+13,300
New +$265K ﹤0.01% 4688

Other funds holding EPI

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.