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

Financial Enhancement 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
2020 Q1	–	Sell	-9,854	Closed	-$245K	–	281
2019 Q4	$245K	Buy	9,854 +475	+5%	+$11.5K	0.06%	76
2019 Q3	$224K	Buy	9,379 +66	+0.7%	+$1.59K	0.06%	74
2019 Q2	$243K	Sell	9,313 -427	-4%	-$11.1K	0.07%	80
2019 Q1	$256K	Sell	9,740 -1,076	-10%	-$26.4K	0.08%	78
2018 Q4	$261K	Hold	10,816	–	–	0.08%	79
2018 Q3	$261K	Hold	10,816	–	–	0.08%	79
2018 Q2	$272K	Buy	10,816 +803	+8%	+$20.9K	0.09%	72
2018 Q1	$263K	Buy	10,013 +229	+2%	+$6.3K	0.09%	66
2017 Q4	$272K	Buy	+9,784	New	+$261K	0.1%	70

Other funds holding EPI

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

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

CCM

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

DCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Enhancement Group's EPI Position: Q1 2020 in Review

Financial Enhancement Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 9,854 shares — an estimated $245K sold.

Financial Enhancement Group first reported a position in EPI in Q4 2017 and held it in 9 quarters. The position peaked at $272K in Q2 2018. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

Financial Enhancement Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
Financial Enhancement Group sold 9,854 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $245K.
Financial Enhancement Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 9 quarters.
Financial Enhancement Group's WisdomTree India Earnings Fund ETF position peaked at $272K in Q2 2018.
126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Financial Enhancement Group's 13F filing for Q1 2020, filed 4 May 2020.