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Harvest Group Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Harvest Group Wealth 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
Q2 		– Sell
-252
Closed -$4K – 578
2020
Q1 		$4K Buy
252
+1
+0.4% +$22 ﹤0.01% 271
2019
Q4 		$6K Hold
251
– – 0.01% 318
2019
Q3 		$6K Buy
+251
New +$6.03K 0.01% 350

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Harvest Group Wealth Management's EPI Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 252 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in EPI in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 252 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $6K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.