Idaho Trust Bank’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 |
-9,410
| Closed | -$411K | – | 108 |
|
|
2025
Q1 | $411K | Sell |
9,410
-99
| -1% | -$4.33K | 0.17% | 74 |
|
|
2024
Q4 | $430K | Sell |
9,509
-734
| -7% | -$33.2K | 0.22% | 56 |
|
|
2024
Q3 | $517K | Sell |
10,243
-74
| -0.7% | -$3.73K | 0.25% | 61 |
|
|
2024
Q2 | $498K | Buy |
+10,317
| New | +$498K | 0.25% | 60 |
|
|
2024
Q1 | – | Sell |
-11,911
| Closed | -$488K | – | 106 |
|
|
2023
Q4 | $488K | Buy |
11,911
+449
| +4% | +$18.4K | 0.28% | 58 |
|
|
2023
Q3 | $421K | Buy |
11,462
+2,857
| +33% | +$105K | 0.27% | 60 |
|
|
2023
Q2 | $299K | Buy |
+8,605
| New | +$299K | 0.19% | 66 |
|