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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

323 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
135
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$63.4M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
$46.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$40.3M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$24.9M
5
MD
Money Design
Japan
$20.1M

Top Sellers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
$29.6M
2
Twin Tree Management
Twin Tree Management
Texas
$3.2M
3
OPAM
Ocean Park Asset Management
California
$23.7M
4
Citigroup
Citigroup
New York
$7.79M
5
Ameriprise
Ameriprise
Minnesota
$9.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Synovus Financial
Georgia
$328K +$328K +6,510 New
AWM
227
Alterna Wealth Management
Texas
$328K – – –
PFA
228
Pettinga Financial Advisors
Indiana
$328K -$22.7K -450 -6%
SWP
229
Stratos Wealth Partners
Ohio
$325K -$136K -2,700 -30%
EE
230
EWG Elevate
California
$320K +$58.5K +1,159 +22%
IP
231
Ignite Planners
California
$310K -$7.62K -151 -2%
HAS
232
HBW Advisory Services
California
$307K +$59.2K +1,174 +24%
Corient Private Wealth
233
Corient Private Wealth
Florida
$293K +$28.5K +565 +11%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$288K -$516K -10,300 -64%
TSWM
235
Tyler-Stone Wealth Management
Ohio
$285K +$100K +1,983 +54%
AWM
236
Apollon Wealth Management
South Carolina
$282K +$5.2K +103 +2%
WWM
237
Western Wealth Management
Colorado
$282K +$38.4K +760 +16%
AWM
238
Axxcess Wealth Management
California
$280K -$13K -258 -4%
PA
239
Procyon Advisors
Connecticut
$280K +$13.2K +262 +5%
BWP
240
Baldwin Wealth Partners
Massachusetts
$272K – – –
Fidelity Investments
241
Fidelity Investments
Massachusetts
$272K +$72.5K +1,436 +36%
RRWA
242
Rainey & Randall Wealth Advisors
Florida
$265K +$51K +1,011 +24%
EWM
243
Executive Wealth Management
Michigan
$264K +$264K +5,240 New
SWA
244
Stratos Wealth Advisors
Ohio
$263K +$263K +5,216 New
FIM
245
Freedom Investment Management
Connecticut
$258K -$2.83K -56 -1%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$257K -$624K -12,359 -71%
AA
247
Advisory Alpha
Michigan
$254K +$254K +5,027 New
CWC
248
Carolinas Wealth Consulting
North Carolina
$252K – – –
KWA
249
Kingswood Wealth Advisors
California
$247K -$173K -3,430 -41%
SMA
250
Sage Mountain Advisors
Georgia
$247K – – –
8 9
10
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