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Wagner Wealth Management (South Carolina)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$4K Hold
150
– – ﹤0.01% 497
2018
Q2 		$4K Hold
150
– – ﹤0.01% 470
2018
Q1 		$4K Sell
150
-225
-60% -$6.19K ﹤0.01% 435
2017
Q4 		$11K Buy
+375
New +$10K 0.01% 393

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EPI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its WisdomTree India Earnings Fund ETF (EPI) position steady in Q3 2018 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Wagner Wealth Management (South Carolina) first reported a position in EPI in Q4 2017 and has held it in 4 quarters since. The position peaked at $11K in Q4 2017. 170 funds tracked by Wall St. Rank hold EPI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 150 shares of WisdomTree India Earnings Fund ETF worth $4K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its WisdomTree India Earnings Fund ETF share count unchanged in Q3 2018.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #497 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in WisdomTree India Earnings Fund ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s WisdomTree India Earnings Fund ETF position peaked at $11K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.