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USCA RIA’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

USCA RIA’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
Q2 		– Sell
-16,681
Closed -$403K – 419
2017
Q1 		$403K Buy
16,681
+2,047
+14% +$45.6K 0.06% 301
2016
Q4 		$296K Sell
14,634
-306
-2% -$6.36K 0.05% 325
2016
Q3 		$323K Sell
14,940
-1,240
-8% -$26.5K 0.05% 300
2016
Q2 		$327K Sell
16,180
-1,468
-8% -$28.8K 0.05% 291
2016
Q1 		$344K Sell
17,648
-190
-1% -$3.46K 0.06% 257
2015
Q4 		$354K Sell
17,838
-349
-2% -$6.95K 0.08% 251
2015
Q3 		$362K Buy
+18,187
New +$378K 0.09% 224

Other funds holding EPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

USCA RIA's EPI Position: Q2 2017 in Review

USCA RIA sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2017, closing a stake of 16,681 shares — an estimated $403K sold.

USCA RIA first reported a position in EPI in Q3 2015 and held it in 7 quarters. The position peaked at $403K in Q1 2017. 151 funds tracked by Wall St. Rank hold EPI as of Q2 2017.

  • USCA RIA reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2017 after selling out during the quarter.
  • USCA RIA sold 16,681 WisdomTree India Earnings Fund ETF shares in Q2 2017, an estimated $403K.
  • USCA RIA first reported a position in WisdomTree India Earnings Fund ETF in Q3 2015 and held it in 7 quarters.
  • USCA RIA's WisdomTree India Earnings Fund ETF position peaked at $403K in Q1 2017.
  • 151 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2017.

Based on USCA RIA's 13F filing for Q2 2017, filed 7 Aug 2017.