Sowell Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Sowell Financial Services’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
2022 Q3	–	Sell	-39,075	Closed	-$1.49M	–	419
2022 Q2	$1.49M	Buy	+39,075	New	+$1.33M	0.14%	136
2021 Q2	–	Sell	-12,004	Closed	-$384K	–	1160
2021 Q1	$384K	Sell	12,004 -81,699	-87%	-$2.54M	0.01%	743
2020 Q4	$2.74M	Buy	93,703 +92,039	+5,531%	+$2.4M	0.12%	155
2020 Q3	$39K	Buy	1,664 +1	+0.1%	+$23	﹤0.01%	1295
2020 Q2	$33K	Sell	1,663 -31	-2%	-$565	﹤0.01%	1300
2020 Q1	$27K	Buy	1,694 +37	+2%	+$825	﹤0.01%	1278
2019 Q4	$41K	Sell	1,657 -998	-38%	-$24.2K	﹤0.01%	1206
2019 Q3	$63K	Buy	+2,655	New	+$63.8K	0.01%	942
2017 Q1	–	Sell	-2,532	Closed	-$56K	–	340
2016 Q4	$56K	Buy	+2,532	New	+$52.6K	0.02%	330

Other funds holding EPI

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowell Financial Services's EPI Position: Q3 2022 in Review

Sowell Financial Services sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2022, closing a stake of 39,075 shares — an estimated $1.49M sold.

Sowell Financial Services first reported a position in EPI in Q4 2016 and held it in 9 quarters. The position peaked at $2.74M in Q4 2020. 127 funds tracked by Wall St. Rank hold EPI as of Q3 2022.

Sowell Financial Services reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2022 after selling out during the quarter.
Sowell Financial Services sold 39,075 WisdomTree India Earnings Fund ETF shares in Q3 2022, an estimated $1.49M.
Sowell Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's WisdomTree India Earnings Fund ETF position peaked at $2.74M in Q4 2020.
127 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2022.

Based on Sowell Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.