Venturi Wealth Management’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	–	Sell	-45,739	Closed	-$2M	–	556
2025 Q1	$2M	Sell	45,739 -32,562	-42%	-$1.42M	0.1%	117
2024 Q4	$3.54M	Buy	78,301 +34,220	+78%	+$1.55M	0.17%	76
2024 Q3	$2.22M	Buy	44,081 +1,497	+4%	+$75.5K	0.12%	105
2024 Q2	$2.06M	Buy	+42,584	New	+$2.06M	0.12%	101