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Legacy Wealth Management (Idaho)’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.55K Hold
38
– – ﹤0.01% 814
2025
Q4 		$1.76K Hold
38
– – ﹤0.01% 682
2025
Q3 		$1.68K Hold
38
– – ﹤0.01% 562
2025
Q2 		$1.8K Hold
38
– – ﹤0.01% 529
2025
Q1 		$1.66K Hold
38
– – ﹤0.01% 572
2024
Q4 		$1.64K Sell
38
-186
-83% -$8.82K ﹤0.01% 528
2024
Q3 		$10.3K Buy
+224
New +$11K 0.01% 309

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CI
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Bank of America
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KHLMVGHM
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OMC
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MMA
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CCA
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