Great Valley Advisor Group’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
Sell
-6,237
Closed -$273K 908
2025
Q1
$273K Sell
6,237
-202,079
-97% -$8.85M 0.01% 752
2024
Q4
$9.43M Sell
208,316
-38,710
-16% -$1.75M 0.21% 110
2024
Q3
$12.5M Buy
247,026
+2,198
+0.9% +$111K 0.31% 81
2024
Q2
$11.8M Buy
244,828
+14,662
+6% +$708K 0.33% 81
2024
Q1
$10M Buy
+230,166
New +$10M 0.3% 86