Pettinga Financial 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 | $301K | Hold |
6,350
| – | – | 0.07% | 107 |
|
|
2025
Q1 | $278K | Sell |
6,350
-200
| -3% | -$8.74K | 0.07% | 106 |
|
|
2024
Q4 | $297K | Buy |
6,550
+50
| +0.8% | +$2.26K | 0.07% | 107 |
|
|
2024
Q3 | $328K | Sell |
6,500
-450
| -6% | -$22.7K | 0.08% | 94 |
|
|
2024
Q2 | $336K | Hold |
6,950
| – | – | 0.08% | 92 |
|
|
2024
Q1 | $303K | Sell |
6,950
-50
| -0.7% | -$2.18K | 0.08% | 100 |
|
|
2023
Q4 | $287K | Buy |
7,000
+1,500
| +27% | +$61.5K | 0.08% | 100 |
|
|
2023
Q3 | $202K | Sell |
5,500
-250
| -4% | -$9.19K | 0.06% | 103 |
|
|
2023
Q2 | $200K | Buy |
+5,750
| New | +$200K | 0.06% | 101 |
|