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

Masso Torrence 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
2022
Q1 		– Sell
-160
Closed -$6K – 158
2021
Q4 		$6K Buy
+160
New +$5.98K ﹤0.01% 299

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Masso Torrence Wealth Management's EPI Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2022, closing a stake of 160 shares — an estimated $6K sold.

Masso Torrence Wealth Management first reported a position in EPI in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 135 funds tracked by Wall St. Rank hold EPI as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 160 WisdomTree India Earnings Fund ETF shares in Q1 2022, an estimated $6K.
  • Masso Torrence Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $6K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.