Beacon Pointe Advisors’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 | $1.43M | Sell |
30,227
-4,984
| -14% | -$237K | 0.02% | 564 |
|
|
2025
Q1 | $1.54M | Buy |
35,211
+549
| +2% | +$24K | 0.02% | 519 |
|
|
2024
Q4 | $1.57M | Sell |
34,662
-8,749
| -20% | -$396K | 0.02% | 516 |
|
|
2024
Q3 | $2.19M | Buy |
43,411
+8,874
| +26% | +$448K | 0.03% | 451 |
|
|
2024
Q2 | $1.67M | Buy |
34,537
+7,525
| +28% | +$363K | 0.02% | 513 |
|
|
2024
Q1 | $1.18M | Sell |
27,012
-3,668
| -12% | -$160K | 0.01% | 640 |
|
|
2023
Q4 | $1.26M | Buy |
30,680
+3,270
| +12% | +$134K | 0.02% | 591 |
|
|
2023
Q3 | $1.01M | Hold |
27,410
| – | – | 0.01% | 621 |
|
|
2023
Q2 | $954K | Buy |
27,410
+400
| +1% | +$13.9K | 0.02% | 533 |
|
|
2023
Q1 | $852K | Hold |
27,010
| – | – | 0.01% | 584 |
|
|
2022
Q4 | $880K | Buy |
27,010
+6,373
| +31% | +$208K | 0.02% | 533 |
|
|
2022
Q3 | $630K | Sell |
20,637
-8,832
| -30% | -$270K | 0.01% | 577 |
|
|
2022
Q2 | $876K | Sell |
29,469
-1,737
| -6% | -$51.6K | 0.02% | 501 |
|
|
2022
Q1 | $1.12M | Buy |
31,206
+7,119
| +30% | +$256K | 0.02% | 583 |
|
|
2021
Q4 | $879K | Sell |
24,087
-200
| -0.8% | -$7.3K | 0.02% | 397 |
|
|
2021
Q3 | $908K | Buy |
24,287
+18,030
| +288% | +$674K | 0.02% | 428 |
|
|
2021
Q2 | $212K | Buy |
+6,257
| New | +$212K | 0.01% | 781 |
|