Steward Partners Investment Advisory’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $852K | Buy |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $24.5K | Hold |
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|
2023
Q3 | $21.9K | Buy |
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|
2023
Q2 | $12.9K | Hold |
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|
2023
Q1 | $11.7K | Hold |
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|
2022
Q4 | $12.1K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $97.9K | Buy |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $67K | Buy |
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