Spire 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 | $8.07K | Hold |
170
| – | – | ﹤0.01% | 1794 |
|
|
2025
Q1 | $7.43K | Hold |
170
| – | – | ﹤0.01% | 1938 |
|
|
2024
Q4 | $7.7K | Sell |
170
-30,634
| -99% | -$1.39M | ﹤0.01% | 1913 |
|
|
2024
Q3 | $1.55M | Buy |
30,804
+2,698
| +10% | +$136K | 0.05% | 282 |
|
|
2024
Q2 | $1.36M | Buy |
28,106
+27,936
| +16,433% | +$1.35M | 0.05% | 286 |
|
|
2024
Q1 | $7.41K | Hold |
170
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q4 | $7.14K | Hold |
170
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q3 | $6.25K | Hold |
170
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q2 | $5.92K | Hold |
170
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q1 | $5.36K | Hold |
170
| – | – | ﹤0.01% | 2017 |
|
|
2022
Q4 | $6K | Hold |
170
| – | – | ﹤0.01% | 1769 |
|
|
2022
Q3 | $5K | Hold |
170
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q2 | $5K | Hold |
170
| – | – | ﹤0.01% | 2121 |
|
|
2022
Q1 | $6K | Sell |
170
-1,300
| -88% | -$45.9K | ﹤0.01% | 2183 |
|
|
2021
Q4 | $54K | Buy |
+1,470
| New | +$54K | ﹤0.01% | 1682 |
|
|
2021
Q2 | – | Sell |
-1,650
| Closed | -$52K | – | 2688 |
|
|
2021
Q1 | $52K | Buy |
+1,650
| New | +$52K | ﹤0.01% | 1705 |
|