Naples Global 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 | $1.15M | Hold |
24,229
| – | – | 0.1% | 212 |
|
|
2025
Q1 | $1.06M | Hold |
24,229
| – | – | 0.1% | 213 |
|
|
2024
Q4 | $1.1M | Hold |
24,229
| – | – | 0.1% | 210 |
|
|
2024
Q3 | $1.22M | Hold |
24,229
| – | – | 0.11% | 203 |
|
|
2024
Q2 | $1.17M | Buy |
24,229
+200
| +0.8% | +$9.66K | 0.12% | 200 |
|
|
2024
Q1 | $1.05M | Buy |
24,029
+1,100
| +5% | +$47.9K | 0.11% | 212 |
|
|
2023
Q4 | $940K | Buy |
22,929
+175
| +0.8% | +$7.18K | 0.1% | 218 |
|
|
2023
Q3 | $836K | Buy |
22,754
+675
| +3% | +$24.8K | 0.1% | 225 |
|
|
2023
Q2 | $768K | Sell |
22,079
-300
| -1% | -$10.4K | 0.09% | 231 |
|
|
2023
Q1 | $706K | Hold |
22,379
| – | – | 0.09% | 242 |
|
|
2022
Q4 | $729K | Hold |
22,379
| – | – | 0.09% | 242 |
|
|
2022
Q3 | $683K | Buy |
22,379
+204
| +0.9% | +$6.23K | 0.09% | 235 |
|
|
2022
Q2 | $658K | Hold |
22,175
| – | – | 0.09% | 246 |
|
|
2022
Q1 | $799K | Hold |
22,175
| – | – | 0.09% | 234 |
|
|
2021
Q4 | $809K | Sell |
22,175
-100
| -0.4% | -$3.65K | 0.09% | 225 |
|
|
2021
Q3 | $833K | Sell |
22,275
-700
| -3% | -$26.2K | 0.11% | 218 |
|
|
2021
Q2 | $778K | Hold |
22,975
| – | – | 0.11% | 222 |
|
|
2021
Q1 | $724K | Hold |
22,975
| – | – | 0.11% | 218 |
|
|
2020
Q4 | $671K | Sell |
22,975
-1,050
| -4% | -$30.7K | 0.11% | 209 |
|
|
2020
Q3 | $567K | Sell |
24,025
-1,200
| -5% | -$28.3K | 0.11% | 206 |
|
|
2020
Q2 | $505K | Sell |
25,225
-3,000
| -11% | -$60.1K | 0.11% | 210 |
|
|
2020
Q1 | $457K | Sell |
28,225
-8,900
| -24% | -$144K | 0.12% | 207 |
|
|
2019
Q4 | $924K | Buy |
37,125
+125
| +0.3% | +$3.11K | 0.19% | 158 |
|
|
2019
Q3 | $882K | Sell |
37,000
-524
| -1% | -$12.5K | 0.21% | 149 |
|
|
2019
Q2 | $978K | Buy |
37,524
+2,324
| +7% | +$60.6K | 0.24% | 134 |
|
|
2019
Q1 | $927K | Buy |
35,200
+500
| +1% | +$13.2K | 0.24% | 138 |
|
|
2018
Q4 | $847K | Sell |
34,700
-2,800
| -7% | -$68.3K | 0.24% | 138 |
|
|
2018
Q3 | $904K | Buy |
37,500
+975
| +3% | +$23.5K | 0.24% | 139 |
|
|
2018
Q2 | $919K | Buy |
36,525
+925
| +3% | +$23.3K | 0.26% | 133 |
|
|
2018
Q1 | $933K | Buy |
35,600
+1,250
| +4% | +$32.8K | 0.28% | 122 |
|
|
2017
Q4 | $956K | Buy |
34,350
+375
| +1% | +$10.4K | 0.28% | 122 |
|
|
2017
Q3 | $855K | Buy |
33,975
+1,475
| +5% | +$37.1K | 0.29% | 126 |
|
|
2017
Q2 | $797K | Buy |
+32,500
| New | +$797K | 0.28% | 126 |
|