PCG Wealth 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
Q2
$1.5M Sell
31,579
-786
-2% -$37.3K 0.77% 36
2025
Q1
$1.41M Sell
32,365
-620
-2% -$27.1K 0.49% 63
2024
Q4
$1.49M Buy
32,985
+3,974
+14% +$180K 0.55% 55
2024
Q3
$1.46M Buy
29,011
+2,239
+8% +$113K 0.56% 53
2024
Q2
$1.29M Buy
+26,772
New +$1.29M 0.56% 50