Cohen Klingenstein’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Cohen Klingenstein’s Portfolio EPI Stock Details EPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.37M	Hold
2025 Q2	$2.54M	Hold
2025 Q1	$2.34M	Hold
2024 Q4	$2.43M	Hold
2024 Q3	$2.7M	Hold
2024 Q2	$2.59M	Hold
2024 Q1	$2.33M	Hold
2023 Q4	$2.2M	Hold
2023 Q3	$1.97M	Hold
2023 Q2	$1.87M	Hold
2023 Q1	$1.69M	Hold
2022 Q4	$1.75M	Hold
2022 Q3	$1.64M	Hold
2022 Q2	$1.59M	Hold
2022 Q1	$1.93M	Hold
2021 Q4	$1.96M	Hold
2021 Q3	$2M	Hold
2021 Q2	$1.81M	Hold
2021 Q1	$1.69M	Hold
2020 Q4	$1.57M	Hold
2020 Q3	$1.26M	Hold
2020 Q2	$1.07M	Hold
2020 Q1	$868K	Hold
2019 Q4	$1.33M	Hold
2019 Q3	$1.28M	Hold
2019 Q2	$1.4M	Hold
2019 Q1	$1.41M	Hold
2018 Q4	$1.33M	Hold
2018 Q3	$1.29M	Hold
2018 Q2	$1.35M	Hold
2018 Q1	$1.41M	Hold
2017 Q4	$1.49M	Hold
2017 Q3	$1.35M	Hold
2017 Q2	$1.31M	Hold
2017 Q1	$1.29M	Hold
2016 Q4	$1.08M	Hold
2016 Q3	$1.16M	Hold
2016 Q2	$1.08M	Hold
2016 Q1	$1.05M	Hold
2015 Q4	$1.06M	Hold
2015 Q3	$1.07M	Hold
2015 Q2	$1.16M	Hold
2015 Q1	$1.22M	Hold
2014 Q4	$1.18M	Hold
2014 Q3	$1.17M	Hold
2014 Q2	$1.2M	Hold
2014 Q1	$1.02M	Hold
2013 Q4	$935K	Hold
2013 Q3	$821K	Hold
2013 Q2	$868K	Buy