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Perigon Wealth Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Perigon Wealth Management’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$737K Buy
15,527
+216
+1% +$10.3K 0.02% 568
2025
Q1 		$669K Buy
15,311
+2,500
+20% +$109K 0.02% 550
2024
Q4 		$563K Hold
12,811
– – 0.01% 605
2024
Q3 		$646K Buy
+12,811
New +$646K 0.02% 541