Carmel Capital 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 | $6.14M | Buy |
129,405
+400
| +0.3% | +$19K | 2.07% | 19 |
|
|
2025
Q1 | $5.64M | Buy |
129,005
+1,300
| +1% | +$56.8K | 2.29% | 20 |
|
|
2024
Q4 | $5.78M | Hold |
127,705
| – | – | 2.18% | 20 |
|
|
2024
Q3 | $6.44M | Sell |
127,705
-700
| -0.5% | -$35.3K | 2.42% | 19 |
|
|
2024
Q2 | $6.2M | Hold |
128,405
| – | – | 2.42% | 18 |
|
|
2024
Q1 | $5.59M | Buy |
128,405
+300
| +0.2% | +$13.1K | 2.3% | 20 |
|
|
2023
Q4 | $5.25M | Buy |
128,105
+36,450
| +40% | +$1.49M | 2.52% | 20 |
|
|
2023
Q3 | $3.37M | Sell |
91,655
-1,150
| -1% | -$42.3K | 1.91% | 21 |
|
|
2023
Q2 | $3.23M | Buy |
92,805
+3,600
| +4% | +$125K | 1.68% | 22 |
|
|
2023
Q1 | $2.81M | Buy |
89,205
+8,300
| +10% | +$262K | 1.61% | 23 |
|
|
2022
Q4 | $2.64M | Hold |
80,905
| – | – | 1.63% | 24 |
|
|
2022
Q3 | $2.47M | Sell |
80,905
-75
| -0.1% | -$2.29K | 1.61% | 25 |
|
|
2022
Q2 | $2.4M | Sell |
80,980
-300
| -0.4% | -$8.9K | 1.49% | 25 |
|
|
2022
Q1 | $2.93M | Buy |
81,280
+1,000
| +1% | +$36K | 1.52% | 25 |
|
|
2021
Q4 | $2.93M | Buy |
+80,280
| New | +$2.93M | 1.44% | 24 |
|