CAPTRUST Financial 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 | $335K | Buy |
7,063
+30
| +0.4% | +$1.42K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $307K | Buy |
7,033
+121
| +2% | +$5.29K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $313K | Sell |
6,912
-33
| -0.5% | -$1.49K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $350K | Hold |
6,945
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q2 | $335K | Buy |
+6,945
| New | +$335K | ﹤0.01% | 1749 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$15K | – | 2647 |
|
|
2022
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 3531 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$18K | – | 4968 |
|
|
2021
Q4 | $18K | Sell |
500
-850
| -63% | -$30.6K | ﹤0.01% | 3350 |
|
|
2021
Q3 | $50K | Hold |
1,350
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q2 | $46K | Hold |
1,350
| – | – | ﹤0.01% | 2559 |
|
|
2021
Q1 | $43K | Buy |
+1,350
| New | +$43K | ﹤0.01% | 2527 |
|
|
2019
Q2 | – | Sell |
-705
| Closed | -$19K | – | 1941 |
|
|
2019
Q1 | $19K | Buy |
+705
| New | +$19K | ﹤0.01% | 1176 |
|