D.A. Davidson & Co’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
2026 Q1	$401K	Hold	9,838	–	–	﹤0.01%	1248
2025 Q4	$455K	Buy	9,838 +272	+3%	+$12.5K	﹤0.01%	1176
2025 Q3	$423K	Buy	+9,566	New	+$434K	﹤0.01%	1192
2017 Q3	–	Sell	-419	Closed	-$10K	–	1335
2017 Q2	$10K	Sell	419 -3,208	-88%	-$79.6K	﹤0.01%	2034
2017 Q1	$87K	Buy	3,627 +4	+0.1%	+$89	﹤0.01%	1307
2016 Q4	$73K	Buy	3,623 +2,001	+123%	+$41.6K	﹤0.01%	1443
2016 Q3	$35K	Buy	1,622 +1,203	+287%	+$25.7K	﹤0.01%	1673
2016 Q2	$8K	Hold	419	–	–	﹤0.01%	2018
2016 Q1	$8K	Hold	419	–	–	﹤0.01%	1951
2015 Q4	$8K	Buy	+419	New	+$8.34K	﹤0.01%	1934
2015 Q2	–	Sell	-1,306	Closed	-$29K	–	2218
2015 Q1	$29K	Sell	1,306 -3,512	-73%	-$81.9K	﹤0.01%	1580
2014 Q4	$105K	Sell	4,818 -45,640	-90%	-$1.03M	﹤0.01%	1103
2014 Q3	$1.1M	Buy	50,458 +40,982	+432%	+$923K	0.04%	399
2014 Q2	$211K	Buy	+9,476	New	+$197K	0.01%	871