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Spot Trading’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Spot Trading’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
2017
Q1 		– Sell
-35,858
Closed -$724K – 3024
2016
Q4 		$724K Buy
35,858
+15,758
+78% +$328K 0.02% 1173
2016
Q3 		$435K Sell
20,100
-40,551
-67% -$868K 0.01% 1598
2016
Q2 		$1.23M Buy
60,651
+32,741
+117% +$641K 0.02% 988
2016
Q1 		$545K Sell
27,910
-37,739
-57% -$688K 0.01% 1503
2015
Q4 		$1.3M Buy
65,649
+9,921
+18% +$198K 0.01% 1279
2015
Q3 		$1.11M Buy
55,728
+48,588
+681% +$1.01M 0.01% 1501
2015
Q2 		$155K Sell
7,140
-49,699
-87% -$1.09M ﹤0.01% 2853
2015
Q1 		$1.3M Buy
56,839
+39,764
+233% +$927K 0.01% 1397
2014
Q4 		$377K Sell
17,075
-11,420
-40% -$257K ﹤0.01% 2540
2014
Q3 		$624K Sell
28,495
-45,730
-62% -$1.03M ﹤0.01% 2404
2014
Q2 		$1.67M Buy
74,225
+50,310
+210% +$1.05M 0.01% 1773
2014
Q1 		$453K Sell
23,915
-69,725
-74% -$1.19M ﹤0.01% 2607
2013
Q4 		$1.63M Sell
93,640
-219,244
-70% -$3.65M 0.01% 1642
2013
Q3 		$4.79M Buy
312,884
+228,484
+271% +$3.54M 0.03% 743
2013
Q2 		$1.37M Buy
+84,400
New +$1.5M 0.01% 1672

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Spot Trading's EPI Position: Q1 2017 in Review

Spot Trading sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2017, closing a stake of 35,858 shares — an estimated $724K sold.

Spot Trading first reported a position in EPI in Q2 2013 and held it in 15 quarters. The position peaked at $4.79M in Q3 2013. 157 funds tracked by Wall St. Rank hold EPI as of Q1 2017.

  • Spot Trading reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2017 after selling out during the quarter.
  • Spot Trading sold 35,858 WisdomTree India Earnings Fund ETF shares in Q1 2017, an estimated $724K.
  • Spot Trading first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and held it in 15 quarters.
  • Spot Trading's WisdomTree India Earnings Fund ETF position peaked at $4.79M in Q3 2013.
  • 157 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2017.

Based on Spot Trading's 13F filing for Q1 2017, filed 1 May 2017.