O'Dell Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-5	Closed	-$205	–	199
2023 Q4	$205	Buy	+5	New	+$189	﹤0.01%	490
2023 Q3	–	Sell	-5	Closed	-$174	–	183
2023 Q2	$174	Buy	+5	New	+$166	﹤0.01%	496
2022 Q4	–	Sell	-5	Closed	–	–	168
2022 Q3	$0	Hold	5	–	–	﹤0.01%	430
2022 Q2	$0	Hold	5	–	–	﹤0.01%	489
2022 Q1	$0	Hold	5	–	–	﹤0.01%	528
2021 Q4	$0	Buy	+5	New	+$187	﹤0.01%	518

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

O'Dell Group's EPI Position: Q1 2024 in Review

O'Dell Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 5 shares — an estimated $205 sold.

O'Dell Group first reported a position in EPI in Q4 2021 and held it in 6 quarters. The position peaked at $205 in Q4 2023. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

O'Dell Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 5 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $205.
O'Dell Group first reported a position in WisdomTree India Earnings Fund ETF in Q4 2021 and held it in 6 quarters.
O'Dell Group's WisdomTree India Earnings Fund ETF position peaked at $205 in Q4 2023.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.