Allworth Financial’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.98M	Buy	48,493 +3,650	+8%	+$161K	0.01%	539
2025 Q4	$2.08M	Sell	44,843 -14,338	-24%	-$657K	0.01%	506
2025 Q3	$2.62M	Sell	59,181 -388	-0.7%	-$17.6K	0.01%	455
2025 Q2	$2.83M	Buy	59,569 +59,088	+12,284%	+$2.68M	0.01%	421
2025 Q1	$21.9K	Hold	481	–	–	﹤0.01%	2027
2024 Q4	$20.9K	Hold	481	–	–	﹤0.01%	2062
2024 Q3	$24.3K	Sell	481 -597	-55%	-$29.4K	﹤0.01%	1791
2024 Q2	$52.6K	Sell	1,078 -4,556	-81%	-$208K	﹤0.01%	1365
2024 Q1	$245K	Sell	5,634 -5,339	-49%	-$229K	﹤0.01%	718
2023 Q4	$450K	Buy	10,973 +10,833	+7,738%	+$411K	﹤0.01%	540
2023 Q3	$5.15K	Hold	140	–	–	﹤0.01%	2091
2023 Q2	$4.87K	Buy	+140	New	+$4.64K	﹤0.01%	2108
2022 Q3	–	Sell	-74	Closed	-$2K	–	2777
2022 Q2	$2K	Buy	+74	New	+$2.52K	﹤0.01%	1991