Onyx Bridge Wealth Group’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
-10,168
Closed -$460K 297
2024
Q4
$460K Sell
10,168
-10,648
-51% -$482K 0.07% 167
2024
Q3
$1.05M Sell
20,816
-1,167
-5% -$58.9K 0.16% 101
2024
Q2
$1.06M Sell
21,983
-518
-2% -$25K 0.17% 91
2024
Q1
$1.02M Buy
+22,501
New +$1.02M 0.18% 92