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WisdomTree India Earnings Fund shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $477k 11k 44.70
2023-12-31 $230k 5.6k 41.00
2020-06-30 $6.0k 323 18.58
2020-03-31 $5.0k 321 15.58
2019-12-31 $8.0k 321 24.92
2018-12-31 $3.0k 102 29.41
2018-09-30 $2.0k 102 19.61
2018-06-30 $3.0k 102 29.41

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View all positions for Valeo Financial Advisors

Top funds holding WisdomTree India Earnings Fund

Meitav Dash Investments
Harel Insurance Investments & Financial Services
Assetmark
Wellington Management Company
Miracle Mile Advisors
Wright Fund Managment
UBS Group
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
New Vernon Capital Holdings II
Bank of America Corporation
Wells Fargo & Company
Money Design
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors

View all funds holding WisdomTree India Earnings Fund