OneAscent Financial Services’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
Q1 | – | Sell |
-15,219
| Closed | -$689K | – | 496 |
|
|
2024
Q4 | $689K | Buy |
+15,219
| New | +$689K | 0.06% | 207 |
|
|
2024
Q3 | – | Sell |
-5,640
| Closed | -$272K | – | 218 |
|
|
2024
Q2 | $272K | Buy |
5,640
+85
| +2% | +$4.1K | 0.04% | 202 |
|
|
2024
Q1 | $242K | Buy |
+5,555
| New | +$242K | 0.03% | 325 |
|
|
2023
Q4 | – | Sell |
-6,587
| Closed | -$242K | – | 374 |
|
|
2023
Q3 | $242K | Buy |
+6,587
| New | +$242K | 0.06% | 218 |
|