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Trademark Financial Management’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Trademark Financial Management’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,362
Closed -$650K – 90
2024
Q4 		$650K Buy
14,362
+6,408
+81% +$290K 0.52% 40
2024
Q3 		$401K Buy
+7,954
New +$401K 0.32% 60