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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 		$1K Sell
15,200
-900
-6% -$38.7K ﹤0.01% 1992
2023
Q4 		$17K Buy
16,100
+14,100
+705% +$534K ﹤0.01% 2061
2023
Q3 		$1K Buy
+2,000
New +$72.4K ﹤0.01% 3483
2021
Q4 		– Sell
-17,100
Closed -$6K – 5533
2021
Q3 		$6K Buy
+17,100
New +$608K ﹤0.01% 4316
2021
Q1 		– Sell
-54,600
Closed -$3K – 5793
2020
Q4 		$3K Sell
54,600
-12,600
-19% -$328K ﹤0.01% 3933
2020
Q3 		$19K Sell
67,200
-30,600
-31% -$695K ﹤0.01% 2492
2020
Q2 		$69K Buy
97,800
+50,300
+106% +$916K ﹤0.01% 1529
2020
Q1 		$134K Buy
47,500
+13,800
+41% +$308K 0.01% 1181
2019
Q4 		$3K Sell
33,700
-3,700
-10% -$89.8K ﹤0.01% 3260
2019
Q3 		$21K Buy
37,400
+1,100
+3% +$26.4K ﹤0.01% 2149
2019
Q2 		$14K Buy
36,300
+15,800
+77% +$410K ﹤0.01% 2426
2019
Q1 		$18K Buy
20,500
+15,600
+318% +$383K ﹤0.01% 2113
2018
Q4 		$1K Sell
4,900
-4,400
-47% -$103K ﹤0.01% 3595
2018
Q3 		$19K Buy
9,300
+6,800
+272% +$177K ﹤0.01% 2265
2018
Q2 		$1K Hold
2,500
– – ﹤0.01% 3802
2018
Q1 		$1K Sell
2,500
-55,700
-96% -$1.53M ﹤0.01% 4020
2017
Q4 		$2K Sell
58,200
-20,300
-26% -$541K ﹤0.01% 4126
2017
Q3 		$51K Sell
78,500
-41,200
-34% -$1.07M ﹤0.01% 2224
2017
Q2 		$106K Buy
119,700
+83,400
+230% +$2.07M ﹤0.01% 1819
2017
Q1 		$12K Buy
36,300
+21,800
+150% +$486K ﹤0.01% 3850
2016
Q4 		$6K Sell
14,500
-11,900
-45% -$247K ﹤0.01% 4731
2016
Q3 		$8K Buy
26,400
+15,300
+138% +$327K ﹤0.01% 4426
2016
Q2 		$7K Sell
11,100
-42,200
-79% -$827K ﹤0.01% 4551
2016
Q1 		$14K Buy
53,300
+24,800
+87% +$452K ﹤0.01% 3676
2015
Q4 		$4K Buy
+28,500
New +$567K ﹤0.01% 5052

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.