Lowe Wealth Advisors’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 | $1.1M | Buy |
23,092
+2,168
| +10% | +$103K | 0.43% | 25 |
|
|
2025
Q1 | $915K | Buy |
20,924
+947
| +5% | +$41.4K | 0.39% | 29 |
|
|
2024
Q4 | $904K | Sell |
19,977
-160
| -0.8% | -$7.24K | 0.39% | 27 |
|
|
2024
Q3 | $1.02M | Buy |
20,137
+809
| +4% | +$40.8K | 0.44% | 24 |
|
|
2024
Q2 | $933K | Sell |
19,328
-2
| -0% | -$97 | 0.43% | 24 |
|
|
2024
Q1 | $842K | Buy |
19,330
+480
| +3% | +$20.9K | 0.39% | 25 |
|
|
2023
Q4 | $773K | Buy |
18,850
+440
| +2% | +$18K | 0.38% | 23 |
|
|
2023
Q3 | $677K | Buy |
18,410
+180
| +1% | +$6.62K | 0.36% | 22 |
|
|
2023
Q2 | $634K | Buy |
18,230
+75
| +0.4% | +$2.61K | 0.32% | 28 |
|
|
2023
Q1 | $573K | Sell |
18,155
-1,410
| -7% | -$44.5K | 0.31% | 24 |
|
|
2022
Q4 | $638K | Sell |
19,565
-420
| -2% | -$13.7K | 0.35% | 25 |
|
|
2022
Q3 | $610K | Sell |
19,985
-2,495
| -11% | -$76.2K | 0.36% | 25 |
|
|
2022
Q2 | $667K | Sell |
22,480
-4,510
| -17% | -$134K | 0.36% | 26 |
|
|
2022
Q1 | $972K | Sell |
26,990
-2,345
| -8% | -$84.5K | 0.44% | 24 |
|
|
2021
Q4 | $1.07M | Sell |
29,335
-220
| -0.7% | -$8.03K | 0.47% | 24 |
|
|
2021
Q3 | $1.11M | Hold |
29,555
| – | – | 0.52% | 23 |
|
|
2021
Q2 | $1M | Sell |
29,555
-775
| -3% | -$26.2K | 0.48% | 21 |
|
|
2021
Q1 | $956K | Sell |
30,330
-595
| -2% | -$18.8K | 0.48% | 21 |
|
|
2020
Q4 | $903K | Sell |
30,925
-1,175
| -4% | -$34.3K | 0.46% | 20 |
|
|
2020
Q3 | $758K | Sell |
32,100
-3,725
| -10% | -$88K | 0.42% | 19 |
|
|
2020
Q2 | $718K | Sell |
35,825
-4,930
| -12% | -$98.8K | 0.42% | 18 |
|
|
2020
Q1 | $660K | Buy |
40,755
+200
| +0.5% | +$3.24K | 0.46% | 18 |
|
|
2019
Q4 | $1.01M | Sell |
40,555
-290
| -0.7% | -$7.22K | 0.56% | 21 |
|
|
2019
Q3 | $974K | Buy |
40,845
+250
| +0.6% | +$5.96K | 0.58% | 21 |
|
|
2019
Q2 | $1.06M | Hold |
40,595
| – | – | 0.64% | 20 |
|
|
2019
Q1 | $1.07M | Buy |
40,595
+900
| +2% | +$23.7K | 0.65% | 21 |
|
|
2018
Q4 | $984K | Sell |
39,695
-1,205
| -3% | -$29.9K | 0.67% | 18 |
|
|
2018
Q3 | $986K | Sell |
40,900
-50
| -0.1% | -$1.21K | 0.58% | 20 |
|
|
2018
Q2 | $1.03M | Sell |
40,950
-380
| -0.9% | -$9.57K | 0.64% | 19 |
|
|
2018
Q1 | $1.08M | Buy |
41,330
+290
| +0.7% | +$7.61K | 0.68% | 17 |
|
|
2017
Q4 | $1.14M | Buy |
41,040
+825
| +2% | +$23K | 0.7% | 19 |
|
|
2017
Q3 | $1.01M | Buy |
40,215
+1,065
| +3% | +$26.8K | 0.63% | 20 |
|
|
2017
Q2 | $960K | Buy |
39,150
+205
| +0.5% | +$5.03K | 0.61% | 20 |
|
|
2017
Q1 | $940K | Buy |
+38,945
| New | +$940K | 0.62% | 21 |
|