Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Hold |
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|
2025
Q2 | $195K | Hold |
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|
2025
Q1 | $179K | Hold |
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|
2024
Q4 | $186K | Hold |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $198K | Hold |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $184K | Buy |
|