Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,000
| Closed | -$324K | – | 271 |
|
|
2020
Q1 | $324K | Hold |
20,000
| – | – | 0.07% | 199 |
|
|
2019
Q4 | $498K | Sell |
20,000
-20,000
| -50% | -$498K | 0.1% | 214 |
|
|
2019
Q3 | $954K | Hold |
40,000
| – | – | 0.2% | 125 |
|
|
2019
Q2 | $1.04M | Hold |
40,000
| – | – | 0.21% | 117 |
|
|
2019
Q1 | $1.05M | Hold |
40,000
| – | – | 0.23% | 112 |
|
|
2018
Q4 | $992K | Hold |
40,000
| – | – | 0.27% | 96 |
|
|
2018
Q3 | $964K | Hold |
40,000
| – | – | 0.2% | 126 |
|
|
2018
Q2 | $1.01M | Hold |
40,000
| – | – | 0.24% | 103 |
|
|
2018
Q1 | $1.05M | Hold |
40,000
| – | – | 0.25% | 106 |
|
|
2017
Q4 | $1.11M | Hold |
40,000
| – | – | 0.26% | 109 |
|
|
2017
Q3 | $1.01M | Hold |
40,000
| – | – | 0.25% | 110 |
|
|
2017
Q2 | $980K | Buy |
+40,000
| New | +$980K | 0.26% | 109 |
|