Kohmann Bosshard Financial Services’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Kohmann Bosshard Financial Services’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
2026 Q1	–	Sell	-2,973	Closed	-$138K	–	329
2025 Q4	$138K	Buy	+2,973	New	+$136K	0.01%	341
2025 Q2	–	Sell	-5,798	Closed	-$253K	–	199
2025 Q1	$253K	Sell	5,798 -1,000	-15%	-$42.9K	0.03%	184
2024 Q4	$308K	Sell	6,798 -984	-13%	-$46.7K	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%	-$12.4K	0.05%	135
2022 Q4	$266K	Hold	8,168	–	–	0.05%	120
2022 Q3	$249K	Sell	8,168 -1,430	-15%	-$45.4K	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%	-$14.8K	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%	-$116K	0.09%	90
2020 Q2	$304K	Sell	15,135 -1,628	-10%	-$29.7K	0.11%	75
2020 Q1	$272K	Sell	16,763 -1,005	-6%	-$22.4K	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%	-$27.2K	0.19%	50
2019 Q1	$495K	Sell	18,816 -1,040	-5%	-$25.5K	0.23%	50
2018 Q4	$492K	Sell	19,856 -2,336	-11%	-$54.6K	0.27%	48
2018 Q3	$535K	Buy	22,192 +4,978	+29%	+$130K	0.26%	42
2018 Q2	$433K	Sell	17,214 -384	-2%	-$9.98K	0.24%	42
2018 Q1	$461K	Sell	17,598 -1,819	-9%	-$50K	0.28%	45
2017 Q4	$541K	Sell	19,417 -926	-5%	-$24.7K	0.35%	42
2017 Q3	$512K	Buy	+20,343	New	+$529K	0.36%	41
2017 Q1	$517K	Sell	21,420 -1,050	-5%	-$23.4K	0.44%	39
2016 Q4	$479K	Buy	+22,470	New	+$467K	0.45%	39