OneDigital Investment 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
Q1 | – | Sell |
-6,040
| Closed | -$273K | – | 1429 |
|
|
2024
Q4 | $273K | Sell |
6,040
-12,629
| -68% | -$572K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $942K | Sell |
18,669
-1,819
| -9% | -$91.8K | 0.01% | 677 |
|
|
2024
Q2 | $989K | Sell |
20,488
-319
| -2% | -$15.4K | 0.01% | 628 |
|
|
2024
Q1 | $906K | Buy |
20,807
+15,089
| +264% | +$657K | 0.01% | 539 |
|
|
2023
Q4 | $234K | Sell |
5,718
-113
| -2% | -$4.63K | ﹤0.01% | 998 |
|
|
2023
Q3 | $214K | Sell |
5,831
-257
| -4% | -$9.45K | ﹤0.01% | 917 |
|
|
2023
Q2 | $212K | Buy |
+6,088
| New | +$212K | ﹤0.01% | 940 |
|
|
2023
Q1 | – | Sell |
-17,853
| Closed | -$582K | – | 973 |
|
|
2022
Q4 | $582K | Buy |
17,853
+276
| +2% | +$9K | 0.02% | 481 |
|
|
2022
Q3 | $537K | Buy |
17,577
+419
| +2% | +$12.8K | 0.02% | 437 |
|
|
2022
Q2 | $509K | Sell |
17,158
-77
| -0.4% | -$2.28K | 0.02% | 409 |
|
|
2022
Q1 | $621K | Buy |
+17,235
| New | +$621K | 0.02% | 378 |
|
|
2019
Q3 | – | Sell |
-1,820
| Closed | -$47K | – | 689 |
|
|
2019
Q2 | $47K | Hold |
1,820
| – | – | ﹤0.01% | 577 |
|
|
2019
Q1 | $48K | Hold |
1,820
| – | – | 0.01% | 497 |
|
|
2018
Q4 | $45K | Buy |
+1,820
| New | +$45K | 0.01% | 481 |
|
|
2018
Q3 | – | Sell |
-1,820
| Closed | -$46K | – | 1079 |
|
|
2018
Q2 | $46K | Hold |
1,820
| – | – | 0.01% | 524 |
|
|
2018
Q1 | $48K | Hold |
1,820
| – | – | 0.01% | 532 |
|
|
2017
Q4 | $51K | Buy |
+1,820
| New | +$51K | 0.01% | 501 |
|