IFP 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 | $481K | Buy |
10,139
+3,202
| +46% | +$152K | 0.01% | 847 |
|
|
2025
Q1 | $303K | Buy |
6,937
+5,399
| +351% | +$236K | 0.01% | 981 |
|
|
2024
Q4 | $69.6K | Buy |
1,538
+105
| +7% | +$4.75K | ﹤0.01% | 1660 |
|
|
2024
Q3 | $72.3K | Buy |
1,433
+444
| +45% | +$22.4K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $47.7K | Sell |
989
-465
| -32% | -$22.5K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $63.3K | Buy |
1,454
+454
| +45% | +$19.8K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $41K | Buy |
1,000
+500
| +100% | +$20.5K | ﹤0.01% | 1616 |
|
|
2023
Q3 | $18.4K | Buy |
+500
| New | +$18.4K | ﹤0.01% | 1985 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3689 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3427 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3340 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3240 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3107 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2988 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2982 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3053 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3217 |
|
|
2019
Q1 | – | Sell |
-4,594
| Closed | -$114K | – | 2637 |
|
|
2018
Q4 | $114K | Sell |
4,594
-300
| -6% | -$7.44K | 0.01% | 1119 |
|
|
2018
Q3 | $118K | Buy |
4,894
+3
| +0.1% | +$72 | ﹤0.01% | 1367 |
|
|
2018
Q2 | $123K | Sell |
4,891
-1,032
| -17% | -$26K | 0.01% | 1354 |
|
|
2018
Q1 | $165K | Hold |
5,923
| – | – | 0.01% | 1078 |
|
|
2017
Q4 | $165K | Sell |
5,923
-349
| -6% | -$9.72K | 0.01% | 1078 |
|
|
2017
Q3 | $158K | Buy |
6,272
+954
| +18% | +$24K | 0.01% | 1281 |
|
|
2017
Q2 | $130K | Buy |
5,318
+1,722
| +48% | +$42.1K | 0.01% | 1379 |
|
|
2017
Q1 | $87K | Buy |
3,596
+2,802
| +353% | +$67.8K | ﹤0.01% | 1559 |
|
|
2016
Q4 | $16K | Hold |
794
| – | – | ﹤0.01% | 2586 |
|
|
2016
Q3 | $17K | Hold |
794
| – | – | ﹤0.01% | 2486 |
|
|
2016
Q2 | $16K | Buy |
+794
| New | +$16K | ﹤0.01% | 2473 |
|
|
2016
Q1 | – | Sell |
-3,664
| Closed | -$73K | – | 2664 |
|
|
2015
Q4 | $73K | Buy |
+3,664
| New | +$73K | ﹤0.01% | 1353 |
|