Clearstead Advisors’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 | $1.16M | Buy |
24,438
+17,580
| +256% | +$835K | 0.02% | 406 |
|
|
2025
Q1 | $300K | Sell |
6,858
-6,129
| -47% | -$268K | ﹤0.01% | 709 |
|
|
2024
Q4 | $588K | Buy |
12,987
+10,857
| +510% | +$491K | 0.01% | 531 |
|
|
2024
Q3 | $107K | Buy |
+2,130
| New | +$107K | ﹤0.01% | 1011 |
|
|
2022
Q3 | – | Sell |
-174
| Closed | -$5K | – | 1274 |
|
|
2022
Q2 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 995 |
|