Bartlett & Co 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
Q2 | $195K | Hold |
4,100
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $179K | Hold |
4,100
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $186K | Hold |
4,100
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $207K | Hold |
4,100
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $198K | Hold |
4,100
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $179K | Hold |
4,100
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $169K | Hold |
4,100
| – | – | ﹤0.01% | 494 |
|
|
2023
Q3 | $151K | Hold |
4,100
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $143K | Hold |
4,100
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $129K | Hold |
4,100
| – | – | ﹤0.01% | 435 |
|
|
2022
Q4 | $134K | Hold |
4,100
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $125K | Sell |
4,100
-1,000
| -20% | -$30.5K | ﹤0.01% | 432 |
|
|
2022
Q2 | $151K | Hold |
5,100
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $184K | Buy |
+5,100
| New | +$184K | ﹤0.01% | 396 |
|