WMWM
Whitaker-Myers Wealth Managers’s WisdomTree India Earnings Fund ETF EPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
296,285
+6,609
| +2% | +$314K | 3.54% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
289,676
+45,664
| +19% | +$2M | 3.55% | 9 |
|
|
2024
Q4 | $11M | Buy |
244,012
+33,459
| +16% | +$1.51M | 3.22% | 10 |
|
|
2024
Q3 | $10.6M | Sell |
210,553
-11,209
| -5% | -$566K | 3.53% | 8 |
|
|
2024
Q2 | $10.7M | Buy |
221,762
+41,717
| +23% | +$2.01M | 3.95% | 7 |
|
|
2024
Q1 | $7.84M | Buy |
180,045
+19,809
| +12% | +$863K | 3.31% | 9 |
|
|
2023
Q4 | $6.57M | Buy |
160,236
+22,047
| +16% | +$904K | 3.27% | 9 |
|
|
2023
Q3 | $5.08M | Buy |
+138,189
| New | +$5.08M | 3.15% | 9 |
|