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WisdomTree India Earnings Fund shares owned by Theory Financial

Quarter-by-quarter ownership of WisdomTree India Earnings Fund (EPI) shares owned by Theory Financial from 13F filings

Historical chart of Theory Financial investment in WisdomTree India Earnings Fund

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

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Quarterly reported holdings in WisdomTree India Earnings Fund by Theory Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 67k 47.36
2024-06-30 $3.5M 72k 48.28
2024-03-31 $3.9M 89k 43.56
2023-12-31 $4.0M 97k 41.00

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Theory Financial

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