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 |
|