AWM
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AE Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

AE Wealth Management’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.6K Hold
371
– – ﹤0.01% 1788
2025
Q1 		$16.2K Sell
371
-671
-64% -$29.4K ﹤0.01% 1782
2024
Q4 		$47.2K Buy
+1,042
New +$47.2K ﹤0.01% 1569