Gradient Investments’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Gradient Investments’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
2021 Q2	–	Sell	-95	Closed	-$3K	–	1182
2021 Q1	$3K	Hold	95	–	–	﹤0.01%	949
2020 Q4	$2K	Hold	95	–	–	﹤0.01%	947
2020 Q3	$2K	Hold	95	–	–	﹤0.01%	952
2020 Q2	$2K	Hold	95	–	–	﹤0.01%	874
2020 Q1	$2K	Hold	95	–	–	﹤0.01%	905
2019 Q4	$2K	Hold	95	–	–	﹤0.01%	933
2019 Q3	$2K	Hold	95	–	–	﹤0.01%	920
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	870
2019 Q1	$3K	Hold	95	–	–	﹤0.01%	700
2018 Q4	$2K	Hold	95	–	–	﹤0.01%	815
2018 Q3	$2K	Hold	95	–	–	﹤0.01%	826
2018 Q2	$2K	Hold	95	–	–	﹤0.01%	811
2018 Q1	$2K	Hold	95	–	–	﹤0.01%	817
2017 Q4	$3K	Buy	+95	New	+$2.53K	﹤0.01%	751
2017 Q3	–	Sell	-95	Closed	-$2K	–	369
2017 Q2	$2K	Hold	95	–	–	﹤0.01%	680
2017 Q1	$2K	Hold	95	–	–	﹤0.01%	681
2016 Q4	$2K	Hold	95	–	–	﹤0.01%	616
2016 Q3	$2K	Hold	95	–	–	﹤0.01%	610
2016 Q2	$2K	Sell	95 -139	-59%	-$2.72K	﹤0.01%	609
2016 Q1	$5K	Sell	234 -6,164	-96%	-$112K	﹤0.01%	523
2015 Q4	$127K	Buy	+6,398	New	+$127K	0.02%	196

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

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

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

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

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MIH

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

Gradient Investments's EPI Position: Q2 2021 in Review

Gradient Investments sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2021, closing a stake of 95 shares — an estimated $3K sold.

Gradient Investments first reported a position in EPI in Q4 2015 and held it in 21 quarters. The position peaked at $127K in Q4 2015. 119 funds tracked by Wall St. Rank hold EPI as of Q2 2021.

Gradient Investments reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2021 after selling out during the quarter.
Gradient Investments sold 95 WisdomTree India Earnings Fund ETF shares in Q2 2021, an estimated $3K.
Gradient Investments first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and held it in 21 quarters.
Gradient Investments's WisdomTree India Earnings Fund ETF position peaked at $127K in Q4 2015.
119 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.