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WisdomTree India Earnings Fund ETF

306 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
226
Carolinas Wealth Consulting
North Carolina
$241K
DFA
227
DHK Financial Advisors
New Hampshire
$241K +$228K +5,000 New
HAS
228
HBW Advisory Services
California
$237K +$224K +4,906 New
SMA
229
Sage Mountain Advisors
Georgia
$237K +$223K +4,900 New
TRCT
230
Tower Research Capital (TRC)
New York
$235K +$205K +4,491 +1,201%
HW
231
Hamilton Wealth
California
$235K +$222K +4,860 New
WWM
232
Western Wealth Management
Colorado
$233K +$220K +4,821 New
SFA
233
Sequoia Financial Advisors
Ohio
$225K
EWM
234
Evercore Wealth Management
New York
$216K +$204K +4,475 New
FTUS
235
Flow Traders U.S.
New York
$215K -$2.82M -61,941 -93%
SWM
236
SeaCrest Wealth Management
New York
$212K +$200K +4,386 New
RRWA
237
Rainey & Randall Wealth Advisors
Florida
$205K -$30.9K -678 -14%
MHR
238
Matthew Hamilton Rosenberg
$202K -$12.3K -270 -6%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$198K
Fidelity Investments
240
Fidelity Investments
Massachusetts
$191K +$103K +2,258 +134%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$177K +$143K +3,146 +595%
TSWM
242
Tyler-Stone Wealth Management
Ohio
$177K +$52.8K +1,158 +46%
AWM
243
Atticus Wealth Management
Florida
$168K +$6.06K +133 +4%
PTC
244
Private Trust Company
Ohio
$165K -$593 -13 -0.4%
AI
245
Arvest Investments
Arkansas
$165K +$156K +3,418 New
RAM
246
Ramirez Asset Management
New York
$157K
SPIA
247
Steward Partners Investment Advisory
New York
$156K -$22.4K -492 -13%
HT
248
Headlands Technologies
Illinois
$156K +$137K +3,000 +1,310%
ICM
249
Islay Capital Management
Texas
$145K +$137K +3,000 New
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$145K +$17.7K +389 +15%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.