Oak Grove Capital’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Oak Grove Capital’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
2018 Q4	–	Sell	-101	Closed	-$2K	–	89
2018 Q3	$2K	Hold	101	–	–	﹤0.01%	144
2018 Q2	$3K	Hold	101	–	–	﹤0.01%	139
2018 Q1	$3K	Buy	+101	New	+$2.78K	﹤0.01%	150

Other funds holding EPI

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

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

CCM

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Grove Capital's EPI Position: Q4 2018 in Review

Oak Grove Capital sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 101 shares — an estimated $2K sold.

Oak Grove Capital first reported a position in EPI in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

Oak Grove Capital reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
Oak Grove Capital sold 101 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $2K.
Oak Grove Capital first reported a position in WisdomTree India Earnings Fund ETF in Q1 2018 and held it in 3 quarters.
Oak Grove Capital's WisdomTree India Earnings Fund ETF position peaked at $3K in Q2 2018.
160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.