Theory Financial’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 | $1.94M | Sell |
43,292
-33,867
| -44% | -$1.52M | 0.74% | 39 |
|
|
2025
Q1 | $3.37M | Buy |
77,159
+6,651
| +9% | +$291K | 1.42% | 20 |
|
|
2024
Q4 | $3.19M | Buy |
70,508
+3,063
| +5% | +$139K | 1.33% | 31 |
|
|
2024
Q3 | $3.19M | Sell |
67,445
-4,174
| -6% | -$198K | 1.41% | 30 |
|
|
2024
Q2 | $3.46M | Sell |
71,619
-17,422
| -20% | -$841K | 1.63% | 22 |
|
|
2024
Q1 | $3.88M | Sell |
89,041
-8,146
| -8% | -$355K | 1.97% | 30 |
|
|
2023
Q4 | $3.98M | Buy |
+97,187
| New | +$3.98M | 2.13% | 22 |
|