Avid Wealth Partners’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 | $4.25M | Buy |
89,461
+11,641
| +15% | +$553K | 2.43% | 13 |
|
|
2025
Q1 | $3.4M | Buy |
77,820
+13,975
| +22% | +$611K | 2.31% | 13 |
|
|
2024
Q4 | $2.89M | Sell |
63,845
-1,719
| -3% | -$77.8K | 2.05% | 14 |
|
|
2024
Q3 | $3.31M | Buy |
65,564
+2,803
| +4% | +$141K | 2.34% | 13 |
|
|
2024
Q2 | $3.03M | Buy |
62,761
+13,879
| +28% | +$670K | 2.35% | 15 |
|
|
2024
Q1 | $2.13M | Buy |
+48,882
| New | +$2.13M | 1.71% | 17 |
|