Circle Wealth 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	$3.16M	Sell	66,489 -3,050	-4%	-$145K	0.07%	62
2025 Q1	$3.04M	Buy	69,539 +1,658	+2%	+$72.5K	0.07%	56
2024 Q4	$3.07M	Sell	67,881 -26,609	-28%	-$1.2M	0.07%	57
2024 Q3	$4.77M	Buy	94,490 +5,030	+6%	+$254K	0.11%	47
2024 Q2	$4.32M	Buy	+89,460	New	+$4.32M	0.1%	44