GHP Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $385K | Sell |
8,104
-1,103
| -12% | -$52.4K | 0.02% | 322 |
|
2025
Q1 | $402K | Hold |
9,207
| – | – | 0.02% | 314 |
|
2024
Q4 | $417K | Hold |
9,207
| – | – | 0.02% | 308 |
|
2024
Q3 | $465K | Hold |
9,207
| – | – | 0.02% | 308 |
|
2024
Q2 | $445K | Hold |
9,207
| – | – | 0.02% | 309 |
|
2024
Q1 | $401K | Hold |
9,207
| – | – | 0.02% | 320 |
|
2023
Q4 | $377K | Hold |
9,207
| – | – | 0.02% | 327 |
|
2023
Q3 | $339K | Hold |
9,207
| – | – | 0.02% | 328 |
|
2023
Q2 | $330K | Hold |
9,207
| – | – | 0.02% | 335 |
|
2023
Q1 | $290K | Hold |
9,207
| – | – | 0.02% | 332 |
|
2022
Q4 | $300K | Hold |
9,207
| – | – | 0.02% | 335 |
|
2022
Q3 | $281K | Hold |
9,207
| – | – | 0.02% | 326 |
|
2022
Q2 | $273K | Hold |
9,207
| – | – | 0.02% | 325 |
|
2022
Q1 | $332K | Hold |
9,207
| – | – | 0.02% | 311 |
|
2021
Q4 | $336K | Hold |
9,207
| – | – | 0.02% | 276 |
|
2021
Q3 | $344K | Hold |
9,207
| – | – | 0.03% | 259 |
|
2021
Q2 | $312K | Hold |
9,207
| – | – | 0.03% | 261 |
|
2021
Q1 | $290K | Hold |
9,207
| – | – | 0.03% | 259 |
|
2020
Q4 | $269K | Hold |
9,207
| – | – | 0.03% | 261 |
|
2020
Q3 | $217K | Buy |
+9,207
| New | +$217K | 0.02% | 259 |
|
2020
Q1 | – | Sell |
-9,207
| Closed | -$229K | – | 284 |
|
2019
Q4 | $229K | Hold |
9,207
| – | – | 0.02% | 286 |
|
2019
Q3 | $220K | Hold |
9,207
| – | – | 0.03% | 285 |
|
2019
Q2 | $240K | Buy |
+9,207
| New | +$240K | 0.03% | 290 |
|