Robertson Stephens Wealth 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	$1,000K	Buy	21,065 +997	+5%	+$47.3K	0.03%	272
2025 Q1	$877K	Sell	20,068 -110,490	-85%	-$4.83M	0.03%	278
2024 Q4	$5.91M	Sell	130,558 -2,745	-2%	-$124K	0.21%	95
2024 Q3	$6.73M	Buy	133,303 +12,559	+10%	+$634K	0.24%	87
2024 Q2	$5.83M	Buy	+120,744	New	+$5.83M	0.29%	62