Northwestern Mutual Wealth Management’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 | $20.1M | Sell |
422,628
-31,396
| -7% | -$1.49M | 0.01% | 377 |
|
|
2025
Q1 | $19.8M | Sell |
454,024
-194,138
| -30% | -$8.49M | 0.02% | 350 |
|
|
2024
Q4 | $29.3M | Buy |
648,162
+153,288
| +31% | +$6.94M | 0.02% | 284 |
|
|
2024
Q3 | $25M | Buy |
494,874
+106,032
| +27% | +$5.35M | 0.02% | 288 |
|
|
2024
Q2 | $18.8M | Buy |
388,842
+73,474
| +23% | +$3.55M | 0.02% | 315 |
|
|
2024
Q1 | $13.7M | Buy |
315,368
+76,209
| +32% | +$3.32M | 0.01% | 353 |
|
|
2023
Q4 | $9.81M | Buy |
239,159
+111,048
| +87% | +$4.55M | 0.01% | 408 |
|
|
2023
Q3 | $4.71M | Buy |
128,111
+58,789
| +85% | +$2.16M | 0.01% | 512 |
|
|
2023
Q2 | $2.41M | Buy |
69,322
+8,237
| +13% | +$287K | ﹤0.01% | 657 |
|
|
2023
Q1 | $1.93M | Buy |
61,085
+11,040
| +22% | +$348K | ﹤0.01% | 699 |
|
|
2022
Q4 | $1.63M | Buy |
50,045
+48,334
| +2,825% | +$1.58M | ﹤0.01% | 719 |
|
|
2022
Q3 | $53K | Buy |
1,711
+1,068
| +166% | +$33.1K | ﹤0.01% | 1886 |
|
|
2022
Q2 | $20K | Hold |
643
| – | – | ﹤0.01% | 2246 |
|
|
2022
Q1 | $23K | Buy |
+643
| New | +$23K | ﹤0.01% | 2251 |
|
|
2020
Q2 | – | Sell |
-810
| Closed | -$13K | – | 2467 |
|
|
2020
Q1 | $13K | Buy |
+810
| New | +$13K | ﹤0.01% | 1824 |
|
|
2019
Q2 | – | Sell |
-136
| Closed | -$4K | – | 2549 |
|
|
2019
Q1 | $4K | Buy |
+136
| New | +$4K | ﹤0.01% | 2179 |
|
|
2018
Q4 | – | Sell |
-285
| Closed | -$7K | – | 2448 |
|
|
2018
Q3 | $7K | Buy |
+285
| New | +$7K | ﹤0.01% | 2018 |
|
|
2017
Q4 | – | Sell |
-77
| Closed | -$2K | – | 2337 |
|
|
2017
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 1963 |
|
|
2016
Q3 | – | Sell |
-6,465
| Closed | -$130K | – | 571 |
|
|
2016
Q2 | $130K | Buy |
+6,465
| New | +$130K | ﹤0.01% | 660 |
|
|
2014
Q3 | – | Sell |
-333
| Closed | -$7K | – | 1349 |
|
|
2014
Q2 | $7K | Buy |
+333
| New | +$7K | ﹤0.01% | 949 |
|