Kohmann Bosshard Financial 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 | – | Sell |
-5,798
| Closed | -$253K | – | 199 |
|
|
2025
Q1 | $253K | Sell |
5,798
-1,000
| -15% | -$43.7K | 0.03% | 184 |
|
|
2024
Q4 | $308K | Sell |
6,798
-984
| -13% | -$44.5K | 0.04% | 149 |
|
|
2024
Q3 | $393K | Hold |
7,782
| – | – | 0.05% | 132 |
|
|
2024
Q2 | $376K | Hold |
7,782
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $339K | Hold |
7,782
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $319K | Hold |
7,782
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $286K | Hold |
7,782
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $271K | Hold |
7,782
| – | – | 0.05% | 148 |
|
|
2023
Q1 | $245K | Sell |
7,782
-386
| -5% | -$12.2K | 0.05% | 135 |
|
|
2022
Q4 | $266K | Hold |
8,168
| – | – | 0.05% | 120 |
|
|
2022
Q3 | $249K | Sell |
8,168
-1,430
| -15% | -$43.6K | 0.06% | 111 |
|
|
2022
Q2 | $285K | Hold |
9,598
| – | – | 0.06% | 101 |
|
|
2022
Q1 | $346K | Hold |
9,598
| – | – | 0.07% | 92 |
|
|
2021
Q4 | $350K | Hold |
9,598
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $359K | Sell |
9,598
-415
| -4% | -$15.5K | 0.08% | 79 |
|
|
2021
Q2 | $339K | Hold |
10,013
| – | – | 0.08% | 82 |
|
|
2021
Q1 | $316K | Hold |
10,013
| – | – | 0.08% | 82 |
|
|
2020
Q4 | $292K | Hold |
10,013
| – | – | 0.09% | 81 |
|
|
2020
Q3 | $236K | Sell |
10,013
-5,122
| -34% | -$121K | 0.09% | 90 |
|
|
2020
Q2 | $304K | Sell |
15,135
-1,628
| -10% | -$32.7K | 0.11% | 75 |
|
|
2020
Q1 | $272K | Sell |
16,763
-1,005
| -6% | -$16.3K | 0.12% | 68 |
|
|
2019
Q4 | $442K | Hold |
17,768
| – | – | 0.16% | 52 |
|
|
2019
Q3 | $424K | Hold |
17,768
| – | – | 0.17% | 51 |
|
|
2019
Q2 | $463K | Sell |
17,768
-1,048
| -6% | -$27.3K | 0.19% | 50 |
|
|
2019
Q1 | $495K | Sell |
18,816
-1,040
| -5% | -$27.4K | 0.23% | 50 |
|
|
2018
Q4 | $492K | Sell |
19,856
-2,336
| -11% | -$57.9K | 0.27% | 48 |
|
|
2018
Q3 | $535K | Buy |
22,192
+4,978
| +29% | +$120K | 0.26% | 42 |
|
|
2018
Q2 | $433K | Sell |
17,214
-384
| -2% | -$9.66K | 0.24% | 42 |
|
|
2018
Q1 | $461K | Sell |
17,598
-1,819
| -9% | -$47.7K | 0.28% | 45 |
|
|
2017
Q4 | $541K | Sell |
19,417
-926
| -5% | -$25.8K | 0.35% | 42 |
|
|
2017
Q3 | $512K | Buy |
+20,343
| New | +$512K | 0.36% | 41 |
|
|
2017
Q1 | $517K | Sell |
21,420
-1,050
| -5% | -$25.3K | 0.44% | 39 |
|
|
2016
Q4 | $479K | Buy |
+22,470
| New | +$479K | 0.45% | 39 |
|