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

Dimensional Fund 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
2017 Q4	–	Sell	-42,000	Closed	-$1.06M	–	3327
2017 Q3	$1.06M	Buy	+42,000	New	+$1.09M	﹤0.01%	2985
2016 Q1	–	Sell	-122,048	Closed	-$2.42M	–	3306
2015 Q4	$2.42M	Hold	122,048	–	–	﹤0.01%	2741
2015 Q3	$2.43M	Buy	122,048 +33,613	+38%	+$699K	﹤0.01%	2756
2015 Q2	$1.92M	Buy	+88,435	New	+$1.95M	﹤0.01%	2871
2014 Q2	–	Sell	-743,465	Closed	-$14.1M	–	3592
2014 Q1	$14.1M	Sell	743,465 -417,000	-36%	-$7.12M	0.01%	1906
2013 Q4	$20.2M	Buy	1,160,465 +743,465	+178%	+$12.4M	0.02%	1535
2013 Q3	$6.39M	Buy	+417,000	New	+$6.46M	0.01%	2419

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors's EPI Position: Q4 2017 in Review

Dimensional Fund Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2017, closing a stake of 42,000 shares — an estimated $1.06M sold.

Dimensional Fund Advisors first reported a position in EPI in Q3 2013 and held it in 7 quarters. The position peaked at $20.2M in Q4 2013. 176 funds tracked by Wall St. Rank hold EPI as of Q4 2017.

Dimensional Fund Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2017 after selling out during the quarter.
Dimensional Fund Advisors sold 42,000 WisdomTree India Earnings Fund ETF shares in Q4 2017, an estimated $1.06M.
Dimensional Fund Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 7 quarters.
Dimensional Fund Advisors's WisdomTree India Earnings Fund ETF position peaked at $20.2M in Q4 2013.
176 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2017.

Based on Dimensional Fund Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.