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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
2016
Q3 		– Sell
-100
Closed -$2K – 3176
2016
Q2 		$2K Buy
+100
New +$1.96K ﹤0.01% 3200
2016
Q1 		– Sell
-78,300
Closed -$1.55M – 3551
2015
Q4 		$1.55M Sell
78,300
-35,400
-31% -$705K 0.02% 1177
2015
Q3 		$2.27M Sell
113,700
-18,900
-14% -$393K 0.02% 1004
2015
Q2 		$2.87M Buy
132,600
+98,800
+292% +$2.17M 0.03% 910
2015
Q1 		$771K Buy
+33,800
New +$788K 0.01% 1806
2014
Q3 		– Sell
-10,000
Closed -$225K – 4412
2014
Q2 		$225K Sell
10,000
-100,000
-91% -$2.08M ﹤0.01% 3259
2014
Q1 		$2.09M Buy
110,000
+100,400
+1,046% +$1.71M 0.01% 1465
2013
Q4 		$167K Buy
+9,600
New +$160K ﹤0.01% 3105

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.