OTA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,974
| Closed | -$524K | – | 59 |
|
|
2019
Q3 | $524K | Buy |
+21,974
| New | +$524K | 0.43% | 27 |
|
|
2018
Q2 | – | Sell |
-10,872
| Closed | -$285K | – | 72 |
|
|
2018
Q1 | $285K | Buy |
+10,872
| New | +$285K | 0.1% | 54 |
|
|
2016
Q3 | – | Sell |
-11,990
| Closed | -$242K | – | 57 |
|
|
2016
Q2 | $242K | Sell |
11,990
-25,045
| -68% | -$505K | 0.18% | 63 |
|
|
2016
Q1 | $722K | Buy |
+37,035
| New | +$722K | 1.25% | 23 |
|
|
2015
Q2 | $1.2M | Buy |
54,616
+44,124
| +421% | +$973K | 0.85% | 25 |
|
|
2015
Q1 | $239K | Sell |
10,492
-44,124
| -81% | -$1.01M | 0.13% | 57 |
|
|
2014
Q4 | $1.2M | Buy |
+54,616
| New | +$1.2M | 0.85% | 25 |
|
|
2014
Q1 | $262K | Sell |
13,831
-15,568
| -53% | -$295K | 0.25% | 52 |
|
|
2013
Q4 | $512 | Buy |
+29,399
| New | +$512 | 0.32% | 38 |
|
|
2013
Q3 | – | Sell |
-42,181
| Closed | -$681K | – | 84 |
|
|
2013
Q2 | $681K | Buy |
+42,181
| New | +$681K | 0.31% | 35 |
|