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Next Financial Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Next Financial 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
2019
Q2 		– Sell
-522
Closed -$14K – 2321
2019
Q1 		$14K Buy
+522
New +$12.8K ﹤0.01% 1039
2018
Q4 		– Sell
-520
Closed -$13K – 1989
2018
Q3 		$13K Buy
+520
New +$13.5K 0.01% 913
2017
Q4 		– Sell
-3,886
Closed -$103K – 565
2017
Q3 		$103K Buy
3,886
+516
+15% +$13.4K 0.03% 475
2017
Q2 		$83K Hold
3,370
– – 0.02% 601
2017
Q1 		$84K Sell
3,370
-272
-7% -$6.06K 0.02% 545
2016
Q4 		$74K Sell
3,642
-3,277
-47% -$68.1K 0.01% 795
2016
Q3 		$150K Buy
+6,919
New +$148K 0.03% 544
2016
Q2 		– Sell
-301
Closed -$5K – 1770
2016
Q1 		$5K Hold
301
– – ﹤0.01% 1358
2015
Q4 		$5K Hold
301
– – ﹤0.01% 1374
2015
Q3 		$5K Sell
301
-437
-59% -$9.08K ﹤0.01% 1411
2015
Q2 		$15K Hold
738
– – 0.01% 1110
2015
Q1 		$16K Hold
738
– – 0.01% 1073
2014
Q4 		$16K Sell
738
-1,602
-68% -$36K 0.01% 1056
2014
Q3 		$51K Buy
+2,340
New +$52.7K 0.01% 934

Other funds holding EPI

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Next Financial Group's EPI Position: Q2 2019 in Review

Next Financial Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2019, closing a stake of 522 shares — an estimated $14K sold.

Next Financial Group first reported a position in EPI in Q3 2014 and held it in 14 quarters. The position peaked at $150K in Q3 2016. 169 funds tracked by Wall St. Rank hold EPI as of Q2 2019.

  • Next Financial Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2019 after selling out during the quarter.
  • Next Financial Group sold 522 WisdomTree India Earnings Fund ETF shares in Q2 2019, an estimated $14K.
  • Next Financial Group first reported a position in WisdomTree India Earnings Fund ETF in Q3 2014 and held it in 14 quarters.
  • Next Financial Group's WisdomTree India Earnings Fund ETF position peaked at $150K in Q3 2016.
  • 169 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2019.

Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.