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WisdomTree India Earnings Fund shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree India Earnings Fund held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree India Earnings Fund by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 129k 48.28
2024-03-31 $5.2M 119k 43.56

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Mbs Etf (MBB)

View all positions for Adapt Wealth Advisors

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Bank of America Corporation
BlackRock
Harel Insurance Investments & Financial Services
Driehaus Capital Management
LPL Financial
Assetmark
Miracle Mile Advisors
Raymond James Financial Services Advisors
Susquehanna International
Wells Fargo & Company
Wright Fund Managment
Jane Street
International Assets Investment Management

View all funds holding WisdomTree India Earnings Fund