Steward Partners Investment Advisory’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 | $806K | Buy |
16,983
+2,161
| +15% | +$103K | 0.01% | 1073 |
|
|
2025
Q1 | $648K | Sell |
14,822
-3,096
| -17% | -$135K | 0.01% | 1110 |
|
|
2024
Q4 | $811K | Buy |
17,918
+1,041
| +6% | +$47.1K | 0.01% | 948 |
|
|
2024
Q3 | $852K | Buy |
16,877
+13,639
| +421% | +$688K | 0.01% | 916 |
|
|
2024
Q2 | $156K | Sell |
3,238
-492
| -13% | -$23.8K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $162K | Buy |
3,730
+3,133
| +525% | +$136K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $24.5K | Hold |
597
| – | – | ﹤0.01% | 2310 |
|
|
2023
Q3 | $21.9K | Buy |
597
+225
| +60% | +$8.27K | ﹤0.01% | 2263 |
|
|
2023
Q2 | $12.9K | Hold |
372
| – | – | ﹤0.01% | 2485 |
|
|
2023
Q1 | $11.7K | Hold |
372
| – | – | ﹤0.01% | 2483 |
|
|
2022
Q4 | $12.1K | Hold |
372
| – | – | ﹤0.01% | 2468 |
|
|
2022
Q3 | $11K | Hold |
372
| – | – | ﹤0.01% | 2484 |
|
|
2022
Q2 | $11K | Hold |
372
| – | – | ﹤0.01% | 2481 |
|
|
2022
Q1 | $13K | Sell |
372
-500
| -57% | -$17.5K | ﹤0.01% | 2548 |
|
|
2021
Q4 | $32K | Hold |
872
| – | – | ﹤0.01% | 2102 |
|
|
2021
Q3 | $33K | Hold |
872
| – | – | ﹤0.01% | 2077 |
|
|
2021
Q2 | $30K | Sell |
872
-2,233
| -72% | -$76.8K | ﹤0.01% | 4212 |
|
|
2021
Q1 | $97.9K | Buy |
3,105
+2,733
| +735% | +$86.1K | ﹤0.01% | 1641 |
|
|
2020
Q4 | $11K | Hold |
372
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q3 | $9K | Hold |
372
| – | – | ﹤0.01% | 2172 |
|
|
2020
Q2 | $7K | Hold |
372
| – | – | ﹤0.01% | 2156 |
|
|
2020
Q1 | $6K | Hold |
372
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q4 | $9K | Hold |
372
| – | – | ﹤0.01% | 2048 |
|
|
2019
Q3 | $8K | Hold |
372
| – | – | ﹤0.01% | 2082 |
|
|
2019
Q2 | $9K | Buy |
+372
| New | +$9K | ﹤0.01% | 2016 |
|
|
2018
Q4 | – | Sell |
-644
| Closed | -$16K | – | 1156 |
|
|
2018
Q3 | $16K | Sell |
644
-2,025
| -76% | -$50.3K | ﹤0.01% | 1648 |
|
|
2018
Q2 | $67K | Buy |
+2,669
| New | +$67K | ﹤0.01% | 984 |
|