Stratos Wealth Partners’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	$374K	Sell	9,162 -193,267	-95%	-$8.55M	﹤0.01%	1204
2025 Q4	$9.37M	Sell	202,429 -799	-0.4%	-$36.6K	0.11%	203
2025 Q3	$8.98M	Buy	203,228 +3,532	+2%	+$160K	0.11%	196
2025 Q2	$9.48M	Sell	199,696 -7,894	-4%	-$358K	0.13%	164
2025 Q1	$9.07M	Buy	207,590 +200,508	+2,831%	+$8.6M	0.14%	150
2024 Q4	$321K	Buy	7,082 +636	+10%	+$30.2K	﹤0.01%	1120
2024 Q3	$325K	Sell	6,446 -2,700	-30%	-$133K	﹤0.01%	1114
2024 Q2	$442K	Buy	9,146 +188	+2%	+$8.57K	0.01%	949
2024 Q1	$390K	Buy	+8,958	New	+$385K	0.01%	992
2018 Q4	–	Sell	-42	Closed	-$1K	–	1284
2018 Q3	$1K	Buy	+42	New	+$1.09K	﹤0.01%	2817
2018 Q2	–	Sell	-1,256	Closed	-$33K	–	1422
2018 Q1	$33K	Buy	1,256 +1,214	+2,890%	+$33.4K	﹤0.01%	1794
2017 Q4	$1K	Buy	+42	New	+$1.12K	﹤0.01%	2701