Summit Trail Advisors’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 | $11.6M | Sell |
244,041
-4,601
| -2% | -$218K | 0.2% | 65 |
|
|
2025
Q1 | $10.9M | Buy |
248,642
+34,036
| +16% | +$1.49M | 0.36% | 29 |
|
|
2024
Q4 | $9.72M | Buy |
214,606
+15,674
| +8% | +$710K | 0.36% | 29 |
|
|
2024
Q3 | $10M | Buy |
198,932
+134,755
| +210% | +$6.8M | 0.25% | 49 |
|
|
2024
Q2 | $3.1M | Buy |
+64,177
| New | +$3.1M | 0.08% | 104 |
|
|
2020
Q2 | – | Sell |
-10,900
| Closed | -$177K | – | 173 |
|
|
2020
Q1 | $177K | Buy |
+10,900
| New | +$177K | 0.05% | 112 |
|