Matthew Hamilton Rosenberg’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 | $201K | Sell |
4,230
-115
| -3% | -$5.46K | 0.05% | 206 |
|
2025
Q1 | $190K | Hold |
4,345
| – | – | 0.05% | 194 |
|
2024
Q4 | $197K | Sell |
4,345
-90
| -2% | -$4.07K | 0.05% | 183 |
|
2024
Q3 | $224K | Buy |
4,435
+270
| +6% | +$13.6K | 0.06% | 175 |
|
2024
Q2 | $202K | Sell |
4,165
-270
| -6% | -$13.1K | 0.06% | 177 |
|
2024
Q1 | $194K | Sell |
4,435
-192
| -4% | -$8.39K | 0.06% | 191 |
|
2023
Q4 | $190K | Sell |
4,627
-261
| -5% | -$10.7K | 0.06% | 186 |
|
2023
Q3 | $180K | Hold |
4,888
| – | – | 0.06% | 187 |
|
2023
Q2 | $170K | Sell |
4,888
-288
| -6% | -$10K | 0.06% | 201 |
|
2023
Q1 | $163K | Sell |
5,176
-210
| -4% | -$6.62K | 0.05% | 217 |
|
2022
Q4 | $176K | Hold |
5,386
| – | – | 0.06% | 202 |
|
2022
Q3 | $164K | Sell |
5,386
-32
| -0.6% | -$974 | 0.06% | 192 |
|
2022
Q2 | $160K | Sell |
5,418
-31
| -0.6% | -$915 | 0.06% | 201 |
|
2022
Q1 | $196K | Buy |
5,449
+179
| +3% | +$6.44K | 0.07% | 189 |
|
2021
Q4 | $192K | Buy |
5,270
+21
| +0.4% | +$765 | 0.07% | 190 |
|
2021
Q3 | $196K | Buy |
5,249
+18
| +0.3% | +$672 | 0.08% | 168 |
|
2021
Q2 | $177K | Buy |
5,231
+229
| +5% | +$7.75K | 0.09% | 155 |
|
2021
Q1 | $158K | Buy |
5,002
+38
| +0.8% | +$1.2K | 0.09% | 158 |
|
2020
Q4 | $145K | Sell |
4,964
-221
| -4% | -$6.46K | 0.09% | 157 |
|
2020
Q3 | $122K | Sell |
5,185
-247
| -5% | -$5.81K | 0.09% | 159 |
|
2020
Q2 | $109K | Sell |
5,432
-2,844
| -34% | -$57.1K | 0.09% | 171 |
|
2020
Q1 | $135K | Buy |
+8,276
| New | +$135K | 0.13% | 91 |
|