Adapt Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
171,999
+1,925
| +1% | +$91.4K | 3.65% | 14 |
|
|
2025
Q1 | $7.43M | Buy |
170,074
+30,524
| +22% | +$1.33M | 3.63% | 13 |
|
|
2024
Q4 | $6.32M | Sell |
139,550
-6,672
| -5% | -$302K | 3.11% | 13 |
|
|
2024
Q3 | $7.38M | Buy |
146,222
+16,863
| +13% | +$851K | 3.95% | 6 |
|
|
2024
Q2 | $6.25M | Buy |
129,359
+10,082
| +8% | +$487K | 3.91% | 5 |
|
|
2024
Q1 | $5.2M | Buy |
+119,277
| New | +$5.2M | 3.7% | 9 |
|