United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-89,022
| Closed | -$1.8M | – | 1250 |
|
|
2016
Q4 | $1.8M | Sell |
89,022
-10,807
| -11% | -$218K | 0.02% | 588 |
|
|
2016
Q3 | $2.16M | Buy |
99,829
+35,632
| +56% | +$770K | 0.02% | 566 |
|
|
2016
Q2 | $1.28M | Buy |
+64,197
| New | +$1.28M | 0.01% | 661 |
|
|
2015
Q2 | – | Sell |
-103,572
| Closed | -$2.21M | – | 1267 |
|
|
2015
Q1 | $2.21M | Sell |
103,572
-30,660
| -23% | -$655K | 0.03% | 530 |
|
|
2014
Q4 | $2.96M | Buy |
134,232
+26,689
| +25% | +$589K | 0.04% | 374 |
|
|
2014
Q3 | $2.36M | Buy |
107,543
+34,491
| +47% | +$756K | 0.04% | 402 |
|
|
2014
Q2 | $1.64M | Buy |
+73,052
| New | +$1.64M | 0.03% | 453 |
|