Moisand Fitzgerald Tamayo’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q1	–	Sell	-55	Closed	-$2.25K	–	600
2023 Q4	$2.25K	Hold	55	–	–	﹤0.01%	525
2023 Q3	$2.02K	Buy	+55	New	+$1.99K	﹤0.01%	559
2018 Q4	–	Sell	-713	Closed	-$17K	–	281
2018 Q3	$17K	Buy	+713	New	+$18.6K	0.01%	177

Other funds holding EPI

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

DCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EPI Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 55 shares — an estimated $2.25K sold.

Moisand Fitzgerald Tamayo first reported a position in EPI in Q3 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 55 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $2.25K.
Moisand Fitzgerald Tamayo first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's WisdomTree India Earnings Fund ETF position peaked at $17K in Q3 2018.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.