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

Financial Gravity Companies’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
2018
Q4 		$12K Buy
+509
New +$11.9K 0.01% 558
2018
Q1 		$11K Buy
420
+59
+16% +$1.62K 0.01% 572
2017
Q4 		$10K Buy
+361
New +$9.63K 0.01% 565

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's EPI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q4 2018: 509 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EPI as recently as Q1 2018.

Financial Gravity Companies first reported a position in EPI in Q4 2017 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

  • Financial Gravity Companies held 509 shares of WisdomTree India Earnings Fund ETF worth $12K as of Q4 2018.
  • WisdomTree India Earnings Fund ETF was a new Financial Gravity Companies position in Q4 2018.
  • WisdomTree India Earnings Fund ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #558 holding.
  • Financial Gravity Companies first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.