PG
Patten Group’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,381
| Closed | -$323K | – | 254 |
|
|
2025
Q1 | $323K | Sell |
7,381
-5,073
| -41% | -$222K | 0.07% | 219 |
|
|
2024
Q4 | $564K | Sell |
12,454
-1,296
| -9% | -$58.7K | 0.12% | 171 |
|
|
2024
Q3 | $694K | Buy |
13,750
+1,705
| +14% | +$86K | 0.15% | 156 |
|
|
2024
Q2 | $582K | Buy |
12,045
+1,901
| +19% | +$91.8K | 0.14% | 157 |
|
|
2024
Q1 | $442K | Buy |
10,144
+2,138
| +27% | +$93.1K | 0.11% | 170 |
|
|
2023
Q4 | $328K | Buy |
+8,006
| New | +$328K | 0.09% | 191 |
|