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Matrix Private Capital Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Matrix Private Capital Group’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
Q1 		– Sell
-8,015
Closed -$199K – 172
2019
Q4 		$199K Buy
+8,015
New +$194K 0.21% 132

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CI
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CCM
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DCM
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JP Morgan Chase
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Matrix Private Capital Group's EPI Position: Q1 2020 in Review

Matrix Private Capital Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 8,015 shares — an estimated $199K sold.

Matrix Private Capital Group first reported a position in EPI in Q4 2019 and held it in 1 quarter. The position peaked at $199K in Q4 2019. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

  • Matrix Private Capital Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
  • Matrix Private Capital Group sold 8,015 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $199K.
  • Matrix Private Capital Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2019 and held it in 1 quarter.
  • Matrix Private Capital Group's WisdomTree India Earnings Fund ETF position peaked at $199K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Matrix Private Capital Group's 13F filing for Q1 2020, filed 22 Feb 2022.