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WealthPLAN Partners’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-166
Closed -$5.78K – 542
2023
Q2 		$5.78K Hold
166
– – ﹤0.01% 880
2023
Q1 		$5.24K Buy
+166
New +$5.34K ﹤0.01% 991

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MMA
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LPL Financial
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MD
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CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MIH
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WealthPLAN Partners's EPI Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree India Earnings Fund ETF (EPI) in Q3 2023, closing a stake of 166 shares — an estimated $5.78K sold.

WealthPLAN Partners first reported a position in EPI in Q1 2023 and held it in 2 quarters. The position peaked at $5.78K in Q2 2023. 173 funds tracked by Wall St. Rank hold EPI as of Q3 2023.

  • WealthPLAN Partners reported no remaining WisdomTree India Earnings Fund ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 166 WisdomTree India Earnings Fund ETF shares in Q3 2023, an estimated $5.78K.
  • WealthPLAN Partners first reported a position in WisdomTree India Earnings Fund ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's WisdomTree India Earnings Fund ETF position peaked at $5.78K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.