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
2020 Q1	–	Sell	-534	Closed	-$25K	–	1183
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

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 Gravity Asset Management's EPI Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 534 shares — an estimated $25K sold.

Financial Gravity Asset Management first reported a position in EPI in Q1 2018 and held it in 7 quarters. The position peaked at $25K in Q4 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

Financial Gravity Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 534 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $25K.
Financial Gravity Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's WisdomTree India Earnings Fund ETF position peaked at $25K in Q4 2019.
126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.