Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,181
| Closed | -$246K | – | 76 |
|
|
2020
Q1 | $246K | Buy |
15,181
+622
| +4% | +$10.1K | 0.2% | 72 |
|
|
2019
Q4 | $362K | Hold |
14,559
| – | – | 0.23% | 79 |
|
|
2019
Q3 | $347K | Buy |
14,559
+238
| +2% | +$5.67K | 0.24% | 75 |
|
|
2019
Q2 | $373K | Sell |
14,321
-638
| -4% | -$16.6K | 0.25% | 78 |
|
|
2019
Q1 | $393K | Sell |
14,959
-548
| -4% | -$14.4K | 0.27% | 78 |
|
|
2018
Q4 | $385K | Sell |
15,507
-452
| -3% | -$11.2K | 0.3% | 79 |
|
|
2018
Q3 | $385K | Buy |
15,959
+83
| +0.5% | +$2K | 0.27% | 79 |
|
|
2018
Q2 | $400K | Hold |
15,876
| – | – | 0.28% | 80 |
|
|
2018
Q1 | $416K | Hold |
15,876
| – | – | 0.29% | 83 |
|
|
2017
Q4 | $442K | Sell |
15,876
-115
| -0.7% | -$3.2K | 0.31% | 79 |
|
|
2017
Q3 | $402K | Sell |
15,991
-1,745
| -10% | -$43.9K | 0.3% | 79 |
|
|
2017
Q2 | $435K | Buy |
17,736
+1,488
| +9% | +$36.5K | 0.33% | 79 |
|
|
2017
Q1 | $392K | Buy |
16,248
+1,940
| +14% | +$46.8K | 0.31% | 78 |
|
|
2016
Q4 | $289K | Hold |
14,308
| – | – | 0.24% | 83 |
|
|
2016
Q3 | $309K | Hold |
14,308
| – | – | 0.25% | 82 |
|
|
2016
Q2 | $289K | Buy |
14,308
+73
| +0.5% | +$1.47K | 0.24% | 81 |
|
|
2016
Q1 | $278K | Hold |
14,235
| – | – | 0.24% | 83 |
|
|
2015
Q4 | $283K | Buy |
14,235
+358
| +3% | +$7.12K | 0.24% | 89 |
|
|
2015
Q3 | $276K | Buy |
13,877
+4,992
| +56% | +$99.3K | 0.26% | 83 |
|
|
2015
Q2 | $192K | Buy |
8,885
+460
| +5% | +$9.94K | 0.19% | 66 |
|
|
2015
Q1 | $190K | Buy |
+8,425
| New | +$190K | 0.17% | 70 |
|