Baldwin 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 | $620K | Hold |
13,070
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $571K | Hold |
13,070
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $592K | Buy |
13,070
+7,682
| +143% | +$348K | 0.04% | 133 |
|
|
2024
Q3 | $272K | Hold |
5,388
| – | – | 0.02% | 286 |
|
|
2024
Q2 | $260K | Hold |
5,388
| – | – | 0.02% | 177 |
|
|
2024
Q1 | $235K | Hold |
5,388
| – | – | 0.02% | 197 |
|
|
2023
Q4 | $221K | Buy |
+5,388
| New | +$221K | 0.02% | 202 |
|
|
2018
Q4 | – | Sell |
-182
| Closed | -$4K | – | 512 |
|
|
2018
Q3 | $4K | Buy |
+182
| New | +$4K | ﹤0.01% | 488 |
|