Avantax Advisory Services’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 | $377K | Buy |
+7,935
| New | +$377K | ﹤0.01% | 1755 |
|
|
2025
Q1 | – | Sell |
-36,482
| Closed | -$1.65M | – | 2253 |
|
|
2024
Q4 | $1.65M | Sell |
36,482
-6,079
| -14% | -$275K | 0.01% | 810 |
|
|
2024
Q3 | $2.15M | Sell |
42,561
-46,992
| -52% | -$2.37M | 0.01% | 669 |
|
|
2024
Q2 | $4.32M | Buy |
89,553
+81,446
| +1,005% | +$3.93M | 0.03% | 416 |
|
|
2024
Q1 | $353K | Buy |
+8,107
| New | +$353K | ﹤0.01% | 1215 |
|