IHT Wealth Management’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 | $1.53M | Buy |
32,251
+2,480
| +8% | +$118K | 0.04% | 377 |
|
|
2025
Q1 | $1.3M | Buy |
29,771
+7,694
| +35% | +$336K | 0.04% | 402 |
|
|
2024
Q4 | $999K | Sell |
22,077
-3,265
| -13% | -$148K | 0.03% | 452 |
|
|
2024
Q3 | $1.28M | Buy |
25,342
+10,228
| +68% | +$515K | 0.04% | 437 |
|
|
2024
Q2 | $730K | Buy |
15,114
+5,340
| +55% | +$258K | 0.03% | 517 |
|
|
2024
Q1 | $426K | Sell |
9,774
-1,717
| -15% | -$74.8K | 0.02% | 691 |
|
|
2023
Q4 | $471K | Buy |
11,491
+2,239
| +24% | +$91.8K | 0.02% | 618 |
|
|
2023
Q3 | $340K | Buy |
9,252
+222
| +2% | +$8.16K | 0.02% | 680 |
|
|
2023
Q2 | $314K | Buy |
9,030
+2,211
| +32% | +$76.9K | 0.02% | 700 |
|
|
2023
Q1 | $215K | Buy |
6,819
+290
| +4% | +$9.15K | 0.01% | 828 |
|
|
2022
Q4 | $213K | Buy |
+6,529
| New | +$213K | 0.01% | 794 |
|
|
2021
Q3 | – | Sell |
-7,193
| Closed | -$244K | – | 856 |
|
|
2021
Q2 | $244K | Buy |
7,193
+526
| +8% | +$17.8K | 0.02% | 787 |
|
|
2021
Q1 | $210K | Buy |
+6,667
| New | +$210K | 0.02% | 755 |
|
|
2018
Q2 | – | Sell |
-440
| Closed | -$11K | – | 693 |
|
|
2018
Q1 | $11K | Hold |
440
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q4 | $13K | Buy |
440
+150
| +52% | +$4.43K | ﹤0.01% | 1109 |
|
|
2017
Q3 | $7K | Buy |
290
+243
| +517% | +$5.87K | ﹤0.01% | 1027 |
|
|
2017
Q2 | $11 | Hold |
47
| – | – | 0.01% | 943 |
|
|
2017
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 1157 |
|
|
2016
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1104 |
|