Allworth Financial’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 | $2.83M | Buy |
59,569
+59,088
| +12,284% | +$2.8M | 0.01% | 418 |
|
|
2025
Q1 | $21.9K | Hold |
481
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q4 | $20.9K | Hold |
481
| – | – | ﹤0.01% | 2057 |
|
|
2024
Q3 | $24.3K | Sell |
481
-597
| -55% | -$30.1K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $52.6K | Sell |
1,078
-4,556
| -81% | -$222K | ﹤0.01% | 1365 |
|
|
2024
Q1 | $245K | Sell |
5,634
-5,339
| -49% | -$233K | ﹤0.01% | 718 |
|
|
2023
Q4 | $450K | Buy |
10,973
+10,833
| +7,738% | +$444K | ﹤0.01% | 540 |
|
|
2023
Q3 | $5.15K | Hold |
140
| – | – | ﹤0.01% | 2091 |
|
|
2023
Q2 | $4.87K | Buy |
+140
| New | +$4.87K | ﹤0.01% | 2108 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$2K | – | 2775 |
|
|
2022
Q2 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 1991 |
|