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SSWM
Sheets Smith Wealth Management’s
WisdomTree India Earnings Fund ETF
EPI
Stock Holding History
Sheets Smith Wealth 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
2020
Q2
–
Sell
-20,000
Closed
-$324K
–
271
2020
Q1
$324K
Hold
20,000
–
–
0.07%
199
2019
Q4
$498K
Sell
20,000
-20,000
-50%
-$485K
0.1%
214
2019
Q3
$954K
Hold
40,000
–
–
0.2%
125
2019
Q2
$1.04M
Hold
40,000
–
–
0.21%
117
2019
Q1
$1.05M
Hold
40,000
–
–
0.23%
112
2018
Q4
$992K
Hold
40,000
–
–
0.27%
96
2018
Q3
$964K
Hold
40,000
–
–
0.2%
126
2018
Q2
$1.01M
Hold
40,000
–
–
0.24%
103
2018
Q1
$1.05M
Hold
40,000
–
–
0.25%
106
2017
Q4
$1.11M
Hold
40,000
–
–
0.26%
109
2017
Q3
$1.01M
Hold
40,000
–
–
0.25%
110
2017
Q2
$980K
Buy
+40,000
New
+$992K
0.26%
109
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$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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