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Oxford Asset Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Oxford Asset Management’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
Q4 		– Sell
-10,412
Closed -$248K – 1819
2019
Q3 		$248K Buy
+10,412
New +$250K 0.01% 1519

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CCM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Oxford Asset Management's EPI Position: Q4 2019 in Review

Oxford Asset Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2019, closing a stake of 10,412 shares — an estimated $248K sold.

Oxford Asset Management first reported a position in EPI in Q3 2019 and held it in 1 quarter. The position peaked at $248K in Q3 2019. 162 funds tracked by Wall St. Rank hold EPI as of Q4 2019.

  • Oxford Asset Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2019 after selling out during the quarter.
  • Oxford Asset Management sold 10,412 WisdomTree India Earnings Fund ETF shares in Q4 2019, an estimated $248K.
  • Oxford Asset Management first reported a position in WisdomTree India Earnings Fund ETF in Q3 2019 and held it in 1 quarter.
  • Oxford Asset Management's WisdomTree India Earnings Fund ETF position peaked at $248K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2019.

Based on Oxford Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.