Valeo Financial Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
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2025
Q1 | $589K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $477K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $3K | Buy |
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