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

Resurgent 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
2024 Q1	–	Sell	-3,118	Closed	-$128K	–	277
2023 Q4	$128K	Sell	3,118 -87	-3%	-$3.3K	0.08%	220
2023 Q3	$118K	Buy	3,205 +47	+1%	+$1.7K	0.08%	212
2023 Q2	$110K	Buy	+3,158	New	+$105K	0.07%	223

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

Resurgent Financial Advisors's EPI Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 3,118 shares — an estimated $128K sold.

Resurgent Financial Advisors first reported a position in EPI in Q2 2023 and held it in 3 quarters. The position peaked at $128K in Q4 2023. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 3,118 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $128K.
Resurgent Financial Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q2 2023 and held it in 3 quarters.
Resurgent Financial Advisors's WisdomTree India Earnings Fund ETF position peaked at $128K in Q4 2023.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.