Strategic Wealth Investment Group’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 | $176K | Buy |
+3,700
| New | +$176K | 0.25% | 52 |
|
|
2025
Q1 | – | Sell |
-72,958
| Closed | -$3.3M | – | 70 |
|
|
2024
Q4 | $3.3M | Sell |
72,958
-130
| -0.2% | -$5.89K | 0.36% | 52 |
|
|
2024
Q3 | $3.66M | Sell |
73,088
-1,912
| -3% | -$95.7K | 0.39% | 52 |
|
|
2024
Q2 | $3.65M | Buy |
+75,000
| New | +$3.65M | 0.46% | 57 |
|
|
2023
Q4 | $3.93M | Sell |
95,889
-4,147
| -4% | -$170K | 0.59% | 47 |
|
|
2023
Q3 | $3.68M | Sell |
100,036
-2,425
| -2% | -$89.1K | 0.67% | 47 |
|
|
2023
Q2 | $3.57M | Sell |
102,461
-5,408
| -5% | -$188K | 0.57% | 49 |
|
|
2023
Q1 | $3.4M | Buy |
107,869
+8,156
| +8% | +$257K | 0.63% | 45 |
|
|
2022
Q4 | $3.34M | Buy |
99,713
+125
| +0.1% | +$4.18K | 0.77% | 39 |
|
|
2022
Q3 | $3.04M | Buy |
99,588
+10,581
| +12% | +$323K | 0.87% | 33 |
|
|
2022
Q2 | $2.64M | Sell |
89,007
-34,486
| -28% | -$1.02M | 0.66% | 46 |
|
|
2022
Q1 | $4.45M | Buy |
123,493
+7,299
| +6% | +$263K | 1.06% | 31 |
|
|
2021
Q4 | $4.24M | Buy |
116,194
+4,136
| +4% | +$151K | 1.1% | 27 |
|
|
2021
Q3 | $4.19M | Buy |
112,058
+23,051
| +26% | +$863K | 1.25% | 20 |
|
|
2021
Q2 | $3.01M | Buy |
89,007
+22,637
| +34% | +$767K | 1.07% | 26 |
|
|
2021
Q1 | $2.09M | Sell |
66,370
-38,742
| -37% | -$1.22M | 1% | 28 |
|
|
2020
Q4 | $3.07M | Sell |
105,112
-2,225
| -2% | -$65K | 1.8% | 12 |
|
|
2020
Q3 | $2.53M | Buy |
107,337
+14,097
| +15% | +$333K | 1.91% | 12 |
|
|
2020
Q2 | $1.87M | Buy |
+93,240
| New | +$1.87M | 1.83% | 13 |
|
|
2020
Q1 | – | Sell |
-41,933
| Closed | -$1.04M | – | 50 |
|
|
2019
Q4 | $1.04M | Buy |
+41,933
| New | +$1.04M | 1.08% | 25 |
|