Corient Private Wealth
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Corient Private Wealth’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Corient Private Wealth’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,803
Closed -$293K – 2387
2024
Q3 		$293K Buy
5,803
+565
+11% +$28.5K ﹤0.01% 1998
2024
Q2 		$253K Buy
5,238
+600
+13% +$29K ﹤0.01% 1998
2024
Q1 		$202K Buy
+4,638
New +$202K ﹤0.01% 2094