Cascade Financial Partners’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 | $757K | Sell |
15,950
-1,800
| -10% | -$85.4K | 0.09% | 132 |
|
|
2025
Q1 | $776K | Sell |
17,750
-4,180
| -19% | -$183K | 0.1% | 121 |
|
|
2024
Q4 | $993K | Sell |
21,930
-3,950
| -15% | -$179K | 0.13% | 101 |
|
|
2024
Q3 | $1.23M | Buy |
25,880
+1,881
| +8% | +$89.7K | 0.15% | 88 |
|
|
2024
Q2 | $1.16M | Buy |
23,999
+4,200
| +21% | +$203K | 0.15% | 87 |
|
|
2024
Q1 | $872K | Buy |
+19,799
| New | +$872K | 0.13% | 103 |
|