Calton & Associates’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
$1.52M Buy
32,048
+7,147
+29% +$339K 0.26% 76
2025
Q1
$1.09M Buy
24,901
+17,115
+220% +$748K 0.25% 81
2024
Q4
$352K Sell
7,786
-7,229
-48% -$327K 0.16% 136
2024
Q3
$758K Buy
15,015
+7,271
+94% +$367K 0.29% 81
2024
Q2
$374K Buy
7,744
+899
+13% +$43.4K 0.19% 115
2024
Q1
$298K Buy
+6,845
New +$298K 0.15% 137
2018
Q1
Sell
-2,047
Closed -$60K 604
2017
Q4
$60K Buy
+2,047
New +$60K 0.02% 628