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WisdomTree India Earnings Fund shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in WisdomTree India Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 95k 50.46
2024-06-30 $4.3M 90k 48.28

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Bank of America Corporation
BlackRock
BlackRock
LPL Financial
Driehaus Capital Management
Harel Insurance Investments & Financial Services
Jennison Associates
Clal Insurance Enterprises Holdings
Assetmark
Thrivent Financial for Lutherans
Miracle Mile Advisors
Putnam Fl Investment Management
Wells Fargo & Company

View all funds holding WisdomTree India Earnings Fund