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WisdomTree India Earnings Fund ETF

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more funds holding

Funds holding: 215280 (+65)

7.28% more ownership

Funds ownership: 52.14%59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$114K
TSWM
227
Tyler-Stone Wealth Management
Ohio
$110K +$22.9K +532 +27%
LFG
228
Larson Financial Group
Missouri
$109K -$127K -2,963 -54%
Barclays
229
Barclays
United Kingdom
$108K +$103K +2,400 +2,892%
EDRH
230
Edmond de Rothschild Holding
Switzerland
$107K +$105K +2,445 New
LC
231
Lindbrook Capital
California
$98.9K
CTC
232
Central Trust Company
Missouri
$78.2K +$77.1K +1,795 New
Fidelity Investments
233
Fidelity Investments
Massachusetts
$73.5K -$1.93K -45 -3%
IA
234
IFP Advisors
Florida
$63.3K +$19.5K +454 +45%
BIM
235
Breakwater Investment Management
Washington
$62.5K +$61.6K +1,434 New
US Bancorp
236
US Bancorp
Minnesota
$62.3K
CG
237
Cutler Group
California
$60K -$34.4K -800 -36%
CFD
238
Creative Financial Designs
Indiana
$59.2K
ACA
239
Aptus Capital Advisors
Alabama
$55.7K -$5.24K -122 -9%
VAG
240
VisionPoint Advisory Group
Texas
$53.7K +$52.4K +1,219 +8,707%
NS
241
NBC Securities
Alabama
$51K -$4.3K -100 -8%
PA
242
Parallel Advisors
California
$50.9K -$32.2K -750 -39%
GWM
243
Geneos Wealth Management
Colorado
$47.7K +$4.3K +100 +10%
TIM
244
Tortoise Investment Management
New York
$40.9K
RIL
245
Rothschild Investment LLC
Illinois
$34.8K +$34.4K +800 New
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$33.1K +$8.59K +200 +36%
BWL
247
Bogart Wealth LLC
Virginia
$32.1K +$31.6K +736 New
HGERS
248
Householder Group Estate & Retirement Specialist
Arizona
$29.3K
FIM
249
FWL Investment Management
Texas
$27K +$13.5K +315 +104%
AWM
250
Avior Wealth Management
Nebraska
$25K +$24.6K +573 New

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.