Kingswood Wealth Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kingswood Wealth Advisors’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$625K	Buy
2025 Q2	$523K	Sell
2025 Q1	$499K	Sell
2024 Q4	$533K	Buy
2024 Q3	$247K	Sell
2024 Q2	$402K	Buy