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WisdomTree India Earnings Fund ETF

327 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, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
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
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$25.5K
TCM
302
TruNorth Capital Management
Michigan
$25.2K +$24.7K +500 New
SS
303
Sunbelt Securities
Texas
$25.1K
ACA
304
Aptus Capital Advisors
Alabama
$24.5K
AF
305
Allworth Financial
California
$24.3K -$29.4K -597 -55%
IAIM
306
International Assets Investment Management
Florida
$20.6K +$30.3M +613,679 +37,649%
HCP
307
Hexagon Capital Partners
Arkansas
$18.9K -$345 -7 -2%
HCM
308
Hollencrest Capital Management
California
$18.4K +$3.21K +65 +22%
CSC
309
Caldwell Sutter Capital
California
$18.2K +$986 +20 +6%
WGS
310
Washington Growth Strategies
District of Columbia
$16.3K +$39.7K +806 New
CA
311
Continuum Advisory
Idaho
$14.1K +$15.1K +307 New
FIA
312
FNY Investment Advisers
New York
$14K +$13.8K +280 +1,750%
WTA
313
Washington Trust Advisors
Massachusetts
$10.7K
LIS
314
Legacy Investment Solutions
Idaho
$10.3K +$11K +224 New
LWMI
315
Legacy Wealth Management (Idaho)
Idaho
$10.3K +$11K +224 New
CT
316
Caldwell Trust
Florida
$10.1K
IRAG
317
Investment Research & Advisory Group
Georgia
$10.1K
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$10K -$22.1K -448 -69%
RCM
319
Raleigh Capital Management
North Carolina
$7.72K
GWSG
320
GPS Wealth Strategies Group
Colorado
$7.57K
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.56K -$23.7K -480 -79%
PA
322
PSI Advisors
Florida
$6.31K
ACA
323
American Capital Advisory
Idaho
$6.06K +$5.92K +120 New
DF
324
Dunhill Financial
United Kingdom
$6.05K +$5.92K +120 New
CLOS
325
Compagnie Lombard Odier SCmA
Switzerland
$4.04K

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.