Financial Gravity Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Financial Gravity Asset 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
2019 Q4	$25K	Hold	534	–	–	0.02%	934
2019 Q3	$13K	Hold	534	–	–	0.01%	553
2019 Q2	$14K	Buy	534 +32	+6%	+$830	0.01%	527
2019 Q1	$13K	Buy	+502	New	+$12.3K	0.01%	506
2018 Q3	$11K	Buy	516 +49	+10%	+$1.27K	0.01%	555
2018 Q2	$12K	Buy	467 +47	+11%	+$1.22K	0.01%	531
2018 Q1	$11K	Buy	+420	New	+$11.6K	0.01%	572

Other funds holding EPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Financial Gravity Asset Management's EPI Position: Q4 2019 in Review

Financial Gravity Asset Management held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q4 2019 at 534 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #934.

Financial Gravity Asset Management first reported a position in EPI in Q1 2018 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

Financial Gravity Asset Management held 534 shares of WisdomTree India Earnings Fund ETF worth $25K as of Q4 2019.
Financial Gravity Asset Management left its WisdomTree India Earnings Fund ETF share count unchanged in Q4 2019.
WisdomTree India Earnings Fund ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #934 holding.
Financial Gravity Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.