Strategic Wealth Investment Group’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
2026 Q1	$1.03M	Sell	25,349 -720	-3%	-$31.8K	0.13%	60
2025 Q4	$1.21M	Sell	26,069 -12,299	-32%	-$563K	0.15%	62
2025 Q3	$1.7M	Buy	38,368 +34,668	+937%	+$1.57M	0.14%	61
2025 Q2	$176K	Buy	+3,700	New	+$168K	0.25%	52
2025 Q1	–	Sell	-72,958	Closed	-$3.3M	–	70
2024 Q4	$3.3M	Sell	72,958 -130	-0.2%	-$6.17K	0.36%	52
2024 Q3	$3.66M	Sell	73,088 -1,912	-3%	-$94.3K	0.39%	52
2024 Q2	$3.65M	Buy	+75,000	New	+$3.42M	0.46%	57
2023 Q4	$3.93M	Sell	95,889 -4,147	-4%	-$157K	0.59%	47
2023 Q3	$3.68M	Sell	100,036 -2,425	-2%	-$87.8K	0.67%	47
2023 Q2	$3.57M	Sell	102,461 -5,408	-5%	-$179K	0.57%	49
2023 Q1	$3.4M	Buy	107,869 +8,156	+8%	+$263K	0.63%	45
2022 Q4	$3.34M	Buy	99,713 +125	+0.1%	+$4.05K	0.77%	39
2022 Q3	$3.04M	Buy	99,588 +10,581	+12%	+$336K	0.87%	33
2022 Q2	$2.64M	Sell	89,007 -34,486	-28%	-$1.17M	0.66%	46
2022 Q1	$4.45M	Buy	123,493 +7,299	+6%	+$265K	1.06%	31
2021 Q4	$4.24M	Buy	116,194 +4,136	+4%	+$155K	1.1%	27
2021 Q3	$4.19M	Buy	112,058 +23,051	+26%	+$820K	1.25%	20
2021 Q2	$3.01M	Buy	89,007 +22,637	+34%	+$738K	1.07%	26
2021 Q1	$2.09M	Sell	66,370 -38,742	-37%	-$1.2M	1%	28
2020 Q4	$3.07M	Sell	105,112 -2,225	-2%	-$58K	1.8%	12
2020 Q3	$2.53M	Buy	107,337 +14,097	+15%	+$320K	1.91%	12
2020 Q2	$1.87M	Buy	+93,240	New	+$1.7M	1.83%	13
2020 Q1	–	Sell	-41,933	Closed	-$1.04M	–	50
2019 Q4	$1.04M	Buy	+41,933	New	+$1.02M	1.08%	25