Axxcess Wealth Management’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 Q1	–	Sell	-5,719	Closed	-$259K	–	872
2024 Q4	$259K	Buy	5,719 +169	+3%	+$7.65K	0.01%	713
2024 Q3	$280K	Sell	5,550 -258	-4%	-$13K	0.01%	708
2024 Q2	$280K	Sell	5,808 -1	-0%	-$48	0.01%	670
2024 Q1	$253K	Buy	+5,809	New	+$253K	0.01%	725