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Dixon Hubard Feinour & Brown’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Dixon Hubard Feinour & Brown’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
2015
Q3 		– Sell
-11,400
Closed -$247K – 174
2015
Q2 		$247K Sell
11,400
-4,000
-26% -$88K 0.08% 150
2015
Q1 		$351K Hold
15,400
– – 0.1% 136
2014
Q4 		$340K Hold
15,400
– – 0.11% 134
2014
Q3 		$337K Hold
15,400
– – 0.11% 133
2014
Q2 		$346K Buy
+15,400
New +$321K 0.11% 132

Other funds holding EPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dixon Hubard Feinour & Brown's EPI Position: Q3 2015 in Review

Dixon Hubard Feinour & Brown sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2015, closing a stake of 11,400 shares — an estimated $247K sold.

Dixon Hubard Feinour & Brown first reported a position in EPI in Q2 2014 and held it in 5 quarters. The position peaked at $351K in Q1 2015. 149 funds tracked by Wall St. Rank hold EPI as of Q3 2015.

  • Dixon Hubard Feinour & Brown reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2015 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 11,400 WisdomTree India Earnings Fund ETF shares in Q3 2015, an estimated $247K.
  • Dixon Hubard Feinour & Brown first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 5 quarters.
  • Dixon Hubard Feinour & Brown's WisdomTree India Earnings Fund ETF position peaked at $351K in Q1 2015.
  • 149 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2015.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q3 2015, filed 26 Oct 2015.