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Pear Tree Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Pear Tree 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
2016
Q2 		$260K Buy
+12,900
New +$253K 0.11% 67
2016
Q1 		– Sell
-12,900
Closed -$256K – 111
2015
Q4 		$256K Buy
+12,900
New +$257K 0.11% 68

Other funds holding EPI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Pear Tree Advisors's EPI Position: Q2 2016 in Review

Pear Tree Advisors opened a new position in WisdomTree India Earnings Fund ETF (EPI) in Q2 2016: 12,900 shares worth $260K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Pear Tree Advisors previously reported a position in EPI as recently as Q4 2015.

Pear Tree Advisors first reported a position in EPI in Q4 2015 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold EPI as of Q2 2016.

  • Pear Tree Advisors held 12,900 shares of WisdomTree India Earnings Fund ETF worth $260K as of Q2 2016.
  • WisdomTree India Earnings Fund ETF was a new Pear Tree Advisors position in Q2 2016.
  • WisdomTree India Earnings Fund ETF made up 0.11% of Pear Tree Advisors's portfolio in Q2 2016, its #67 holding.
  • Pear Tree Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q4 2015 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2016.

Based on Pear Tree Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.