Caldwell Trust’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Caldwell Trust’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200
2024 Q4	$9.05K	Hold	200
2024 Q3	$10.1K	Hold	200
2024 Q2	$9.66K	Buy	+200