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Quattro Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Quattro Financial 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
2021
Q2 		– Sell
-10,000
Closed -$301K – 94
2021
Q1 		$301K Buy
+10,000
New +$311K 0.07% 87

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Quattro Financial Advisors's EPI Position: Q2 2021 in Review

Quattro Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2021, closing a stake of 10,000 shares — an estimated $301K sold.

Quattro Financial Advisors first reported a position in EPI in Q1 2021 and held it in 1 quarter. The position peaked at $301K in Q1 2021. 119 funds tracked by Wall St. Rank hold EPI as of Q2 2021.

  • Quattro Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2021 after selling out during the quarter.
  • Quattro Financial Advisors sold 10,000 WisdomTree India Earnings Fund ETF shares in Q2 2021, an estimated $301K.
  • Quattro Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q1 2021 and held it in 1 quarter.
  • Quattro Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $301K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2021.

Based on Quattro Financial Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.