Tradition Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Tradition 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
2024 Q1	–	Sell	-894	Closed	-$37K	–	621
2023 Q4	$37K	Buy	+894	New	+$33.9K	﹤0.01%	694
2021 Q1	–	Sell	-900	Closed	-$26K	–	860
2020 Q4	$26K	Buy	+900	New	+$23.5K	0.01%	532

Other funds holding EPI

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

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

MIH

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tradition Wealth Management's EPI Position: Q1 2024 in Review

Tradition Wealth Management sold out of WisdomTree India Earnings Fund ETF (EPI) in Q1 2024, closing a stake of 894 shares — an estimated $37K sold.

Tradition Wealth Management first reported a position in EPI in Q4 2020 and held it in 2 quarters. The position peaked at $37K in Q4 2023. 280 funds tracked by Wall St. Rank hold EPI as of Q1 2024.

Tradition Wealth Management reported no remaining WisdomTree India Earnings Fund ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 894 WisdomTree India Earnings Fund ETF shares in Q1 2024, an estimated $37K.
Tradition Wealth Management first reported a position in WisdomTree India Earnings Fund ETF in Q4 2020 and held it in 2 quarters.
Tradition Wealth Management's WisdomTree India Earnings Fund ETF position peaked at $37K in Q4 2023.
280 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.