Wealthcare Advisory Partners’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 | $243K | Buy |
+5,121
| New | +$243K | 0.01% | 867 |
|
2021
Q2 | – | Sell |
-897
| Closed | -$28K | – | 922 |
|
2021
Q1 | $28K | Buy |
+897
| New | +$28K | ﹤0.01% | 1082 |
|
2020
Q2 | – | Sell |
-897
| Closed | -$15K | – | 616 |
|
2020
Q1 | $15K | Hold |
897
| – | – | ﹤0.01% | 804 |
|
2019
Q4 | $22K | Hold |
897
| – | – | ﹤0.01% | 740 |
|
2019
Q3 | $21K | Hold |
897
| – | – | ﹤0.01% | 736 |
|
2019
Q2 | $23K | Hold |
897
| – | – | ﹤0.01% | 689 |
|
2019
Q1 | $24K | Hold |
897
| – | – | ﹤0.01% | 615 |
|
2018
Q4 | $22K | Sell |
897
-159
| -15% | -$3.9K | ﹤0.01% | 601 |
|
2018
Q3 | $25K | Hold |
1,056
| – | – | ﹤0.01% | 615 |
|
2018
Q2 | $27K | Buy |
1,056
+420
| +66% | +$10.7K | 0.01% | 592 |
|
2018
Q1 | $17K | Buy |
636
+30
| +5% | +$802 | ﹤0.01% | 620 |
|
2017
Q4 | $17K | Hold |
606
| – | – | ﹤0.01% | 569 |
|
2017
Q3 | $15K | Buy |
+606
| New | +$15K | ﹤0.01% | 471 |
|