Belpointe Asset 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 | $217K | Sell |
4,581
-32,251
| -88% | -$1.53M | 0.01% | 853 |
|
|
2025
Q1 | $1.61M | Sell |
36,832
-3,251
| -8% | -$142K | 0.08% | 224 |
|
|
2024
Q4 | $2M | Sell |
40,083
-623
| -2% | -$31.1K | 0.12% | 171 |
|
|
2024
Q3 | $2.05M | Sell |
40,706
-129
| -0.3% | -$6.51K | 0.12% | 164 |
|
|
2024
Q2 | $1.97M | Buy |
40,835
+29,710
| +267% | +$1.43M | 0.14% | 144 |
|
|
2024
Q1 | $485K | Buy |
11,125
+1,210
| +12% | +$52.7K | 0.04% | 445 |
|
|
2023
Q4 | $407K | Buy |
+9,915
| New | +$407K | 0.04% | 430 |
|
|
2023
Q2 | – | Sell |
-384
| Closed | -$12.1K | – | 1385 |
|
|
2023
Q1 | $12.1K | Sell |
384
-1,000
| -72% | -$31.5K | ﹤0.01% | 2603 |
|
|
2022
Q4 | $45.1K | Buy |
+1,384
| New | +$45.1K | ﹤0.01% | 1673 |
|
|
2021
Q4 | – | Sell |
-15,839
| Closed | -$592K | – | 1218 |
|
|
2021
Q3 | $592K | Buy |
15,839
+839
| +6% | +$31.4K | 0.04% | 459 |
|
|
2021
Q2 | $508K | Buy |
15,000
+8,500
| +131% | +$288K | 0.04% | 495 |
|
|
2021
Q1 | $205K | Buy |
+6,500
| New | +$205K | 0.02% | 744 |
|