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
2026 Q1	$176K	Hold	4,100	–	–	﹤0.01%	483
2025 Q4	$190K	Hold	4,100	–	–	﹤0.01%	459
2025 Q3	$181K	Hold	4,100	–	–	﹤0.01%	465
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%	-$31.8K	﹤0.01%	432
2022 Q2	$151K	Hold	5,100	–	–	﹤0.01%	408
2022 Q1	$184K	Buy	+5,100	New	+$185K	﹤0.01%	396