Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $54K | Hold |
1,500
| – | – | 1.45% | 22 |
|
|
2021
Q4 | $55K | Hold |
1,500
| – | – | 1.36% | 23 |
|
|
2021
Q3 | $56K | Sell |
1,500
-2,000
| -57% | -$74.7K | 1.55% | 21 |
|
|
2021
Q2 | $119K | Sell |
3,500
-30,384
| -90% | -$1.03M | 0.62% | 40 |
|
|
2021
Q1 | $1.07M | Sell |
33,884
-44
| -0.1% | -$1.39K | 0.1% | 166 |
|
|
2020
Q4 | $991K | Buy |
33,928
+217
| +0.6% | +$6.34K | 0.1% | 166 |
|
|
2020
Q3 | $795K | Sell |
33,711
-4,140
| -11% | -$97.6K | 0.09% | 173 |
|
|
2020
Q2 | $758K | Sell |
37,851
-1,212
| -3% | -$24.3K | 0.09% | 168 |
|
|
2020
Q1 | $633K | Sell |
39,063
-11,685
| -23% | -$189K | 0.09% | 162 |
|
|
2019
Q4 | $1.26M | Buy |
50,748
+31,400
| +162% | +$781K | 0.15% | 132 |
|
|
2019
Q3 | $473K | Sell |
19,348
-5,143
| -21% | -$126K | 0.06% | 229 |
|
|
2019
Q2 | $638K | Sell |
24,491
-1,321
| -5% | -$34.4K | 0.08% | 191 |
|
|
2019
Q1 | $680K | Sell |
25,812
-6,436
| -20% | -$170K | 0.09% | 186 |
|
|
2018
Q4 | $763K | Sell |
32,248
-12,650
| -28% | -$299K | 0.11% | 160 |
|
|
2018
Q3 | $1.08M | Sell |
44,898
-506
| -1% | -$12.2K | 0.13% | 146 |
|
|
2018
Q2 | $1.14M | Sell |
45,404
-2,211
| -5% | -$55.7K | 0.15% | 138 |
|
|
2018
Q1 | $1.25M | Sell |
47,615
-500
| -1% | -$13.1K | 0.16% | 132 |
|
|
2017
Q4 | $1.34M | Buy |
+48,115
| New | +$1.34M | 0.16% | 130 |
|