Kestra Advisory Services’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 | $16.1M | Buy |
338,167
+30,037
| +10% | +$1.43M | 0.08% | 248 |
|
|
2025
Q1 | $13.5M | Buy |
308,130
+1,764
| +0.6% | +$77.1K | 0.07% | 272 |
|
|
2024
Q4 | $13.9M | Sell |
306,366
-65,219
| -18% | -$2.95M | 0.08% | 266 |
|
|
2024
Q3 | $18.8M | Buy |
371,585
+9,350
| +3% | +$472K | 0.1% | 209 |
|
|
2024
Q2 | $17.5M | Buy |
362,235
+116,066
| +47% | +$5.6M | 0.1% | 218 |
|
|
2024
Q1 | $10.7M | Buy |
246,169
+216,771
| +737% | +$9.44M | 0.07% | 294 |
|
|
2023
Q4 | $1.21M | Buy |
29,398
+6,454
| +28% | +$265K | 0.01% | 1029 |
|
|
2023
Q3 | $843K | Buy |
22,944
+1,029
| +5% | +$37.8K | 0.01% | 1083 |
|
|
2023
Q2 | $763K | Sell |
21,915
-846
| -4% | -$29.4K | 0.01% | 1104 |
|
|
2023
Q1 | $718K | Buy |
22,761
+782
| +4% | +$24.7K | 0.01% | 1101 |
|
|
2022
Q4 | $716K | Buy |
21,979
+878
| +4% | +$28.6K | 0.01% | 1209 |
|
|
2022
Q3 | $644K | Buy |
21,101
+4,509
| +27% | +$138K | 0.01% | 1180 |
|
|
2022
Q2 | $492K | Buy |
16,592
+2,137
| +15% | +$63.4K | 0.01% | 1337 |
|
|
2022
Q1 | $521K | Buy |
14,455
+960
| +7% | +$34.6K | 0.01% | 1272 |
|
|
2021
Q4 | $492K | Buy |
13,495
+900
| +7% | +$32.8K | 0.01% | 1332 |
|
|
2021
Q3 | $471K | Buy |
12,595
+695
| +6% | +$26K | ﹤0.01% | 1414 |
|
|
2021
Q2 | $403K | Sell |
11,900
-1,144
| -9% | -$38.7K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $411K | Buy |
13,044
+335
| +3% | +$10.6K | 0.01% | 1283 |
|
|
2020
Q4 | $369K | Buy |
12,709
+241
| +2% | +$7K | ﹤0.01% | 1357 |
|
|
2020
Q3 | $294K | Buy |
+12,468
| New | +$294K | 0.01% | 1122 |
|