VisionPoint Advisory Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-1,235	Closed	-$59.6K	–	399
2024 Q2	$59.6K	Buy	1,235 +2	+0.2%	+$91	0.02%	254
2024 Q1	$53.7K	Buy	1,233 +1,219	+8,707%	+$52.4K	0.02%	257
2023 Q4	$574	Buy	+14	New	+$531	﹤0.01%	683
2023 Q3	–	Sell	-14	Closed	-$487	–	720
2023 Q2	$487	Buy	+14	New	+$464	﹤0.01%	537
2022 Q2	–	Sell	-7,516	Closed	-$247K	–	106
2022 Q1	$247K	Buy	+7,516	New	+$273K	0.11%	78

Other funds holding EPI

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

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

VisionPoint Advisory Group's EPI Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2024, closing a stake of 1,235 shares — an estimated $59.6K sold.

VisionPoint Advisory Group first reported a position in EPI in Q1 2022 and held it in 5 quarters. The position peaked at $247K in Q1 2022. 327 funds tracked by Wall St. Rank hold EPI as of Q3 2024.

VisionPoint Advisory Group reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 1,235 WisdomTree India Earnings Fund ETF shares in Q3 2024, an estimated $59.6K.
VisionPoint Advisory Group first reported a position in WisdomTree India Earnings Fund ETF in Q1 2022 and held it in 5 quarters.
VisionPoint Advisory Group's WisdomTree India Earnings Fund ETF position peaked at $247K in Q1 2022.
327 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.