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

Liberty 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
2021 Q4	–	Sell	-1,927	Closed	-$72K	–	443
2021 Q3	$72K	Buy	1,927 +1,240	+180%	+$44.1K	0.03%	349
2021 Q2	$23K	Hold	687	–	–	0.01%	478
2021 Q1	$20K	Hold	687	–	–	0.01%	459
2020 Q4	$20K	Hold	687	–	–	0.01%	456
2020 Q3	$16K	Hold	687	–	–	0.01%	435
2020 Q2	$14K	Hold	687	–	–	0.01%	434
2020 Q1	$11K	Hold	687	–	–	0.01%	447
2019 Q4	$17K	Hold	687	–	–	0.01%	435
2019 Q3	$16K	Hold	687	–	–	0.02%	425
2019 Q2	$18K	Hold	687	–	–	0.02%	426
2019 Q1	$18K	Buy	687 +1	+0.1%	+$25	0.01%	358
2018 Q4	$17K	Buy	+686	New	+$16K	0.01%	354

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's EPI Position: Q4 2021 in Review

Liberty Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2021, closing a stake of 1,927 shares — an estimated $72K sold.

Liberty Wealth Management first reported a position in EPI in Q4 2018 and held it in 12 quarters. The position peaked at $72K in Q3 2021. 138 funds tracked by Wall St. Rank hold EPI as of Q4 2021.

Liberty Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,927 WisdomTree India Earnings Fund ETF shares in Q4 2021, an estimated $72K.
Liberty Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $72K in Q3 2021.
138 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.