TPWA
EPI icon

TRUE Private Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

TRUE Private Wealth Advisors’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
2018
Q4 		– Sell
-506
Closed -$12.2K – 440
2018
Q3 		$12.2K Buy
+506
New +$13.2K ﹤0.01% 711

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's EPI Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q4 2018, closing a stake of 506 shares — an estimated $12.2K sold.

TRUE Private Wealth Advisors first reported a position in EPI in Q3 2018 and held it in 1 quarter. The position peaked at $12.2K in Q3 2018. 160 funds tracked by Wall St. Rank hold EPI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 506 WisdomTree India Earnings Fund ETF shares in Q4 2018, an estimated $12.2K.
  • TRUE Private Wealth Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's WisdomTree India Earnings Fund ETF position peaked at $12.2K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.