Edge Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-1,000	Closed	-$36K	–	218
2021 Q4	$36K	Hold	1,000	–	–	0.01%	197
2021 Q3	$37K	Hold	1,000	–	–	0.01%	201
2021 Q2	$34K	Hold	1,000	–	–	0.01%	222
2021 Q1	$32K	Hold	1,000	–	–	0.01%	224
2020 Q4	$29K	Hold	1,000	–	–	0.01%	213
2020 Q3	$24K	Sell	1,000 -2,600	-72%	-$59.1K	0.01%	251
2020 Q2	$72K	Hold	3,600	–	–	0.01%	238
2020 Q1	$58K	Hold	3,600	–	–	0.01%	224
2019 Q4	$90K	Sell	3,600 -200	-5%	-$4.85K	0.02%	203
2019 Q3	$90K	Hold	3,800	–	–	0.02%	197
2019 Q2	$99K	Hold	3,800	–	–	0.02%	197
2019 Q1	$100K	Hold	3,800	–	–	0.02%	181
2018 Q4	$94K	Hold	3,800	–	–	0.03%	187
2018 Q3	$92K	Hold	3,800	–	–	0.02%	206
2018 Q2	$96K	Hold	3,800	–	–	0.02%	194
2018 Q1	$100K	Hold	3,800	–	–	0.03%	161
2017 Q4	$105K	Hold	3,800	–	–	0.03%	170
2017 Q3	$96K	Hold	3,800	–	–	0.03%	172
2017 Q2	$95K	Hold	3,800	–	–	0.03%	176
2017 Q1	$92K	Hold	3,800	–	–	0.03%	175
2016 Q4	$77K	Hold	3,800	–	–	0.03%	166
2016 Q3	$82K	Hold	3,800	–	–	0.03%	154
2016 Q2	$77K	Hold	3,800	–	–	0.03%	152
2016 Q1	$74K	Hold	3,800	–	–	0.03%	154
2015 Q4	$76K	Sell	3,800 -450	-11%	-$8.96K	0.03%	157
2015 Q3	$84K	Sell	4,250 -1,000	-19%	-$20.8K	0.03%	144
2015 Q2	$114K	Sell	5,250 -500	-9%	-$11K	0.04%	134
2015 Q1	$131K	Buy	+5,750	New	+$134K	0.04%	121

Other funds holding EPI

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Edge Wealth Management's EPI Position: Q1 2022 in Review

Edge Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 1,000 shares — an estimated $36K sold.

Edge Wealth Management first reported a position in EPI in Q1 2015 and held it in 28 quarters. The position peaked at $131K in Q1 2015. 135 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

Edge Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,000 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $36K.
Edge Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2015 and held it in 28 quarters.
Edge Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $131K in Q1 2015.
135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.