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

Merriman 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
2020 Q1	–	Sell	-19,801	Closed	-$493K	–	159
2019 Q4	$493K	Buy	+19,801	New	+$480K	0.1%	126
2019 Q3	–	Sell	-22,000	Closed	-$5.75K	–	180
2019 Q2	$5.75K	Hold	22,000	–	–	0.11%	113
2019 Q1	$579K	Buy	+22,000	New	+$540K	0.11%	119
2018 Q1	–	Sell	-28,500	Closed	-$793K	–	187
2017 Q4	$793K	Buy	28,500 +8,900	+45%	+$237K	0.19%	92
2017 Q3	$493K	Hold	19,600	–	–	0.12%	108
2017 Q2	$480K	Hold	19,600	–	–	0.13%	82
2017 Q1	$473K	Buy	+19,600	New	+$437K	0.12%	92
2016 Q4	–	Sell	-19,100	Closed	-$413K	–	138
2016 Q3	$413K	Buy	+19,100	New	+$409K	0.09%	107

Other funds holding EPI

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

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

CCM

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Merriman Wealth Management's EPI Position: Q1 2020 in Review

Merriman Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 19,801 shares — an estimated $493K sold.

Merriman Wealth Management first reported a position in EPI in Q3 2016 and held it in 8 quarters. The position peaked at $793K in Q4 2017. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

Merriman Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 19,801 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $493K.
Merriman Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2016 and held it in 8 quarters.
Merriman Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $793K in Q4 2017.
126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.