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Sarah Ketterer’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sarah Ketterer’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
Q3 		– Sell
-1,000,429
Closed -$20M – 81
2020
Q2 		$20M Sell
1,000,429
-235,624
-19% -$4.29M 0.36% 49
2020
Q1 		$20M Sell
1,236,053
-44,900
-4% -$1M 0.32% 49
2019
Q4 		$31.9M Sell
1,280,953
-92,400
-7% -$2.24M 0.34% 45
2019
Q3 		$32.8M Sell
1,373,353
-107,000
-7% -$2.57M 0.39% 41
2019
Q2 		$38.6M Sell
1,480,353
-43,903
-3% -$1.14M 0.42% 41
2019
Q1 		$40.1M Sell
1,524,256
-1,136,109
-43% -$27.9M 0.41% 40
2018
Q4 		$66M Buy
2,660,365
+185,100
+7% +$4.32M 0.79% 33
2018
Q3 		$59.7M Buy
2,475,265
+1,247,000
+102% +$32.4M 0.6% 33
2018
Q2 		$30.9M Buy
1,228,265
+76,565
+7% +$1.99M 0.31% 46
2018
Q1 		$30.2M Sell
1,151,700
-1,112,879
-49% -$30.6M 0.32% 46
2017
Q4 		$63M Buy
2,264,579
+310,800
+16% +$8.29M 0.67% 33
2017
Q3 		$49.2M Sell
1,953,779
-526,000
-21% -$13.7M 0.55% 33
2017
Q2 		$60.8M Sell
2,479,779
-48,418
-2% -$1.2M 0.75% 29
2017
Q1 		$61M Sell
2,528,197
-435,100
-15% -$9.69M 0.83% 28
2016
Q4 		$59.9M Sell
2,963,297
-180,282
-6% -$3.75M 1.05% 28
2016
Q3 		$68M Sell
3,143,579
-1,217,421
-28% -$26M 1.25% 29
2016
Q2 		$88M Sell
4,361,000
-594,500
-12% -$11.6M 1.87% 20
2016
Q1 		$96.7M Sell
4,955,500
-75,100
-1% -$1.37M 2.23% 20
2015
Q4 		$99.9M Buy
5,030,600
+33,700
+0.7% +$671K 2.11% 21
2015
Q3 		$99.5M Sell
4,996,900
-1,743,400
-26% -$36.2M 2% 25
2015
Q2 		$146M Buy
6,740,300
+2,631,800
+64% +$57.9M 3.65% 6
2015
Q1 		$93.7M Sell
4,108,500
-667,700
-14% -$15.6M 2.45% 20
2014
Q4 		$105M Buy
4,776,200
+2,298,300
+93% +$51.6M 3.04% 15
2014
Q3 		$54.3M Sell
2,477,900
-63,800
-3% -$1.44M 1.88% 22
2014
Q2 		$57.1M Buy
2,541,700
+397,400
+19% +$8.28M 2.33% 18
2014
Q1 		$31M Sell
2,144,300
-8,000
-0.4% -$137K 1.39% 22
2013
Q4 		$37.5M Buy
2,152,300
+981,600
+84% +$16.3M 2.13% 19
2013
Q3 		$17.9M Buy
1,170,700
+123,100
+12% +$1.91M 1.46% 23
2013
Q2 		$16.9M Buy
+1,047,600
New +$18.6M 1.79% 19

Other funds holding EPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Sarah Ketterer's EPI Position: Q3 2020 in Review

Sarah Ketterer sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2020, closing a stake of 1,000,429 shares — an estimated $20M sold.

Sarah Ketterer first reported a position in EPI in Q2 2013 and held it in 29 quarters. The position peaked at $146M in Q2 2015. 111 funds tracked by Wall St. Rank hold EPI as of Q3 2020.

  • Sarah Ketterer reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2020 after selling out during the quarter.
  • Sarah Ketterer sold 1,000,429 WisdomTree India Earnings Fund ETF shares in Q3 2020, an estimated $20M.
  • Sarah Ketterer first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 29 quarters.
  • Sarah Ketterer's WisdomTree India Earnings Fund ETF position peaked at $146M in Q2 2015.
  • 111 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2020.

Based on Causeway Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.