CAPTRUST Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $335K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $43K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $19K | Buy |
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