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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$31K +$9.39K +206 +47%
BIM
277
Breakwater Investment Management
Washington
$30K -$37.1K -813 -57%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K +$27.8K +610 New
FIM
279
FWL Investment Management
Texas
$28.9K -$957 -21 -3%
AWM
280
Avior Wealth Management
Nebraska
$27.7K
SA
281
SRH Advisors
Kansas
$27.3K
PMFA
282
Plante Moran Financial Advisors
Michigan
$24.4K +$23.1K +506 New
SS
283
Sunbelt Securities
Texas
$24K +$22.7K +497 New
FHA
284
First Horizon Advisors
Tennessee
$23.5K
ACA
285
Aptus Capital Advisors
Alabama
$23.4K -$36.2K -793 -62%
HCP
286
Hexagon Capital Partners
Arkansas
$18.4K -$1K -22 -5%
CSC
287
Caldwell Sutter Capital
California
$16.4K +$15.5K +340 New
HCM
288
Hollencrest Capital Management
California
$14.5K
HI
289
Harbour Investments
Wisconsin
$11.5K +$1.46K +32 +16%
WTA
290
Washington Trust Advisors
Massachusetts
$10.2K
IRAG
291
Investment Research & Advisory Group
Georgia
$9.66K
CT
292
Caldwell Trust
Florida
$9.66K +$9.12K +200 New
NMM
293
Naples Money Management
Florida
$9.23K +$8.66K +190 New
WIA
294
Wetzel Investment Advisors
Indiana
$8.71K
RCM
295
Raleigh Capital Management
North Carolina
$7.39K
GWSG
296
GPS Wealth Strategies Group
Colorado
$7.24K
PA
297
PSI Advisors
Florida
$6.04K
KLWA
298
Kelly Lawrence W & Associates
California
$5.79K
CLOS
299
Compagnie Lombard Odier SCmA
Switzerland
$3.86K +$3.65K +80 New
HPC
300
HM Payson & Co
Maine
$3.38K +$3.19K +70 New

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.