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WisdomTree India Earnings Fund shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 4.8k 50.46
2024-03-31 $216k 4.9k 43.90

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding WisdomTree India Earnings Fund

Morgan Stanley
Meitav Dash Investments
Bank of America Corporation
BlackRock
BlackRock
LPL Financial
Harel Insurance Investments & Financial Services
Driehaus Capital Management
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