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

Squar Milner 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
2020 Q2	–	Sell	-420	Closed	-$6K	–	358
2020 Q1	$6K	Sell	420 -17,612	-98%	-$393K	﹤0.01%	581
2019 Q4	$448K	Buy	+18,032	New	+$437K	0.22%	100
2019 Q3	–	Sell	-19,073	Closed	-$497K	–	359
2019 Q2	$497K	Sell	19,073 -387	-2%	-$10K	0.34%	67
2019 Q1	$512K	Buy	19,460 +280	+1%	+$6.87K	0.38%	53
2018 Q4	$476K	Hold	19,180	–	–	0.46%	48
2018 Q3	$462K	Buy	19,180 +3,304	+21%	+$86K	0.42%	56
2018 Q2	$400K	Buy	15,876 +4,487	+39%	+$117K	0.35%	71
2018 Q1	$299K	Buy	11,389 +3,892	+52%	+$107K	0.38%	95
2017 Q4	$219K	Buy	+7,497	New	+$200K	0.27%	135

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Squar Milner Financial Services's EPI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2020, closing a stake of 420 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in EPI in Q4 2017 and held it in 9 quarters. The position peaked at $512K in Q1 2019. 113 funds tracked by Wall St. Rank hold EPI as of Q2 2020.

Squar Milner Financial Services reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 420 WisdomTree India Earnings Fund ETF shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's WisdomTree India Earnings Fund ETF position peaked at $512K in Q1 2019.
113 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.