Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
49,712
+36,242
| +269% | +$490K | 0.02% | 383 |
|
|
2025
Q1 | $589K | Buy |
13,470
+677
| +5% | +$29.6K | 0.02% | 369 |
|
|
2024
Q4 | $579K | Buy |
12,793
+480
| +4% | +$21.7K | 0.02% | 374 |
|
|
2024
Q3 | $621K | Buy |
12,313
+761
| +7% | +$38.4K | 0.02% | 359 |
|
|
2024
Q2 | $558K | Buy |
11,552
+883
| +8% | +$42.6K | 0.02% | 362 |
|
|
2024
Q1 | $477K | Buy |
10,669
+5,053
| +90% | +$226K | 0.02% | 389 |
|
|
2023
Q4 | $230K | Buy |
+5,616
| New | +$230K | 0.01% | 563 |
|
|
2020
Q3 | – | Sell |
-323
| Closed | -$6K | – | 1686 |
|
|
2020
Q2 | $6K | Buy |
323
+2
| +0.6% | +$37 | ﹤0.01% | 1367 |
|
|
2020
Q1 | $5K | Hold |
321
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q4 | $8K | Buy |
+321
| New | +$8K | ﹤0.01% | 1147 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$3K | – | 1583 |
|
|
2018
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q3 | $2K | Hold |
102
| – | – | ﹤0.01% | 1441 |
|
|
2018
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 1242 |
|