Peak Financial Management’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 | $421K | Hold |
8,873
| – | – | 0.12% | 61 |
|
|
2025
Q1 | $388K | Sell |
8,873
-25
| -0.3% | -$1.09K | 0.12% | 62 |
|
|
2024
Q4 | $403K | Sell |
8,898
-620
| -7% | -$28.1K | 0.12% | 67 |
|
|
2024
Q3 | $480K | Hold |
9,518
| – | – | 0.14% | 57 |
|
|
2024
Q2 | $460K | Buy |
9,518
+700
| +8% | +$33.8K | 0.14% | 53 |
|
|
2024
Q1 | $384K | Buy |
8,818
+3,763
| +74% | +$164K | 0.12% | 62 |
|
|
2023
Q4 | $207K | Buy |
+5,055
| New | +$207K | 0.07% | 83 |
|