Optimum Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Optimum Investment Advisors’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	-450	Closed	-$11K	–	889
2019 Q4	$11K	Hold	450	–	–	﹤0.01%	759
2019 Q3	$11K	Sell	450 -950	-68%	-$22.8K	﹤0.01%	776
2019 Q2	$36K	Sell	1,400 -300	-18%	-$7.78K	0.01%	571
2019 Q1	$45K	Hold	1,700	–	–	0.01%	525
2018 Q4	$42K	Hold	1,700	–	–	0.01%	495
2018 Q3	$41K	Hold	1,700	–	–	0.01%	570
2018 Q2	$43K	Hold	1,700	–	–	0.01%	562
2018 Q1	$45K	Buy	+1,700	New	+$46.8K	0.01%	539
2015 Q1	$75K	Buy	3,280 +900	+38%	+$21K	0.02%	423
2014 Q4	$52K	Hold	2,380	–	–	0.02%	491
2014 Q3	$52K	Hold	2,380	–	–	0.02%	469
2014 Q2	$53K	Buy	+2,380	New	+$49.6K	0.02%	476

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

Optimum Investment Advisors's EPI Position: Q1 2020 in Review

Optimum Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2020, closing a stake of 450 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in EPI in Q2 2014 and held it in 12 quarters. The position peaked at $75K in Q1 2015. 126 funds tracked by Wall St. Rank hold EPI as of Q1 2020.

Optimum Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 450 WisdomTree India Earnings Fund ETF shares in Q1 2020, an estimated $11K.
Optimum Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2014 and held it in 12 quarters.
Optimum Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $75K in Q1 2015.
126 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.