Sequoia 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 | $227K | Hold |
4,772
| – | – | ﹤0.01% | 1412 |
|
|
2025
Q1 | $209K | Sell |
4,772
-650
| -12% | -$28.4K | ﹤0.01% | 1238 |
|
|
2024
Q4 | $245K | Buy |
5,422
+761
| +16% | +$34.4K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $235K | Hold |
4,661
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q2 | $225K | Hold |
4,661
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q1 | $203K | Buy |
+4,661
| New | +$203K | ﹤0.01% | 1058 |
|
|
2016
Q2 | – | Sell |
-13,234
| Closed | -$258K | – | 261 |
|
|
2016
Q1 | $258K | Buy |
+13,234
| New | +$258K | 0.08% | 153 |
|