Cerity 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
Q1 | – | Sell |
-4,726
| Closed | -$214K | – | 2510 |
|
|
2024
Q4 | $214K | Buy |
4,726
+1
| +0% | +$45 | ﹤0.01% | 2208 |
|
|
2024
Q3 | $238K | Sell |
4,725
-716
| -13% | -$36.1K | ﹤0.01% | 2215 |
|
|
2024
Q2 | $263K | Buy |
5,441
+565
| +12% | +$27.3K | ﹤0.01% | 1889 |
|
|
2024
Q1 | $212K | Buy |
+4,876
| New | +$212K | ﹤0.01% | 2082 |
|
|
2020
Q2 | – | Sell |
-41,767
| Closed | -$677K | – | 463 |
|
|
2020
Q1 | $677K | Buy |
41,767
+19,890
| +91% | +$322K | 0.04% | 253 |
|
|
2019
Q4 | $545K | Hold |
21,877
| – | – | 0.03% | 322 |
|
|
2019
Q3 | $522K | Buy |
21,877
+2,163
| +11% | +$51.6K | 0.03% | 310 |
|
|
2019
Q2 | $514K | Hold |
19,714
| – | – | 0.03% | 313 |
|
|
2019
Q1 | $519K | Hold |
19,714
| – | – | 0.03% | 321 |
|
|
2018
Q4 | $489K | Buy |
19,714
+4,314
| +28% | +$107K | 0.03% | 321 |
|
|
2018
Q3 | $371K | Hold |
15,400
| – | – | 0.03% | 380 |
|
|
2018
Q2 | $388K | Hold |
15,400
| – | – | 0.03% | 371 |
|
|
2018
Q1 | $404K | Hold |
15,400
| – | – | 0.03% | 375 |
|
|
2017
Q4 | $429K | Hold |
15,400
| – | – | 0.03% | 363 |
|
|
2017
Q3 | $388K | Hold |
15,400
| – | – | 0.03% | 373 |
|
|
2017
Q2 | $377K | Hold |
15,400
| – | – | 0.03% | 262 |
|
|
2017
Q1 | $372K | Buy |
+15,400
| New | +$372K | 0.03% | 295 |
|