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Defined Financial Planning’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Defined Financial Planning’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.91M Buy
40,896
+5,714
+16% +$267K 1.7% 20
2025
Q1 		$1.53M Buy
+35,182
New +$1.53M 1.55% 20