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

Lenox 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
2019 Q1	–	Sell	-823	Closed	-$20K	–	687
2018 Q4	$20K	Hold	823	–	–	0.01%	291
2018 Q3	$20K	Buy	+823	New	+$21.4K	0.01%	325
2018 Q2	–	Sell	-1,632	Closed	-$42K	–	583
2018 Q1	$42K	Hold	1,632	–	–	0.01%	230
2017 Q4	$45K	Hold	1,632	–	–	0.01%	221
2017 Q3	$41K	Buy	1,632 +382	+31%	+$9.93K	0.01%	242
2017 Q2	$31K	Hold	1,250	–	–	0.01%	255
2017 Q1	$30K	Hold	1,250	–	–	0.02%	119
2016 Q4	$25K	Hold	1,250	–	–	0.02%	136
2016 Q3	$27K	Hold	1,250	–	–	0.02%	130
2016 Q2	$25K	Hold	1,250	–	–	0.02%	135
2016 Q1	$24K	Hold	1,250	–	–	0.02%	138
2015 Q4	$25K	Buy	+1,250	New	+$24.9K	0.02%	139

Other funds holding EPI

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Lenox Wealth Management's EPI Position: Q1 2019 in Review

Lenox Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2019, closing a stake of 823 shares — an estimated $20K sold.

Lenox Wealth Management first reported a position in EPI in Q4 2015 and held it in 12 quarters. The position peaked at $45K in Q4 2017. 163 funds tracked by Wall St. Rank hold EPI as of Q1 2019.

Lenox Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Management sold 823 WisdomTree India Earnings Fund ETF shares in Q1 2019, an estimated $20K.
Lenox Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and held it in 12 quarters.
Lenox Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $45K in Q4 2017.
163 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.