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HighTower Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

HighTower Trust’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
Q2 		– Sell
-10,169
Closed -$267K – 117
2018
Q1 		$267K Buy
+10,169
New +$280K 0.03% 106
2015
Q4 		– Sell
-24,098
Closed -$480K – 156
2015
Q3 		$480K Hold
24,098
– – 0.08% 90
2015
Q2 		$522K Hold
24,098
– – 0.08% 92
2015
Q1 		$549K Buy
24,098
+2,862
+13% +$66.8K 0.09% 83
2014
Q4 		$468K Buy
+21,236
New +$477K 0.07% 94

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Trust's EPI Position: Q2 2018 in Review

HighTower Trust sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2018, closing a stake of 10,169 shares — an estimated $267K sold.

HighTower Trust first reported a position in EPI in Q4 2014 and held it in 5 quarters. The position peaked at $549K in Q1 2015. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2018.

  • HighTower Trust reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2018 after selling out during the quarter.
  • HighTower Trust sold 10,169 WisdomTree India Earnings Fund ETF shares in Q2 2018, an estimated $267K.
  • HighTower Trust first reported a position in WisdomTree India Earnings Fund ETF in Q4 2014 and held it in 5 quarters.
  • HighTower Trust's WisdomTree India Earnings Fund ETF position peaked at $549K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2018.

Based on HighTower Trust's 13F filing for Q2 2018, filed 31 Jul 2018.