Creative Planning’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $921K | Buy |
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|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $744K | Buy |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $651K | Sell |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $473K | Sell |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $515K | Buy |
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|
2019
Q1 | $482K | Buy |
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|
2018
Q4 | $446K | Sell |
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|
2018
Q3 | $504K | Buy |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q4 | $525K | Buy |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $718K | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $480K | Sell |
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|
2016
Q3 | $524K | Buy |
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|
2016
Q2 | $54K | Buy |
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|
2016
Q1 | $37K | Sell |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $430K | Buy |
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|
2015
Q2 | $335K | Buy |
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|
2015
Q1 | $253K | Sell |
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|
2014
Q4 | $681K | Buy |
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|
2014
Q3 | $158K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.24M | Buy |
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|
2013
Q4 | $99K | Buy |
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|
2013
Q3 | $11K | Buy |
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|
2013
Q2 | $1K | Buy |
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