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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
AAP
326
Arax Advisory Partners
Colorado
$3.48K +$3.4K +69 New
WAG
327
Wiser Advisor Group
Arizona
$1.26K
BFO
328
Biltmore Family Office
North Carolina
$1.01K
FHA
329
First Horizon Advisors
Tennessee
$42 -$23.9K -485 Closed
PL
330
Perpetual Ltd
Australia
-$2.91M -60,197 Closed
HF
331
HRT Financial
New York
-$921K -19,092 Closed
Balyasny Asset Management
332
Balyasny Asset Management
Illinois
-$732K -15,153 Closed
GSEP
333
Golden State Equity Partners
California
-$622K -12,891 Closed
SL
334
Stevard LLC
Illinois
-$444K -9,194 Closed
BFAG
335
Blackston Financial Advisory Group
Florida
-$339K -7,435 Closed
BRWA
336
B. Riley Wealth Advisors
Florida
-$324K -6,713 Closed
Wolverine Trading
337
Wolverine Trading
Illinois
-$290K -5,885 Closed
OFS
338
OneAscent Financial Services
Alabama
-$272K -5,640 Closed
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
-$273K -5,477 Closed
VAG
340
VisionPoint Advisory Group
Texas
-$59.6K -1,235 Closed
RIA
341
Realta Investment Advisors
Delaware
-$51.5K -1,067 Closed
LIA
342
Lynx Investment Advisory
District of Columbia
-$33.8K -700 Closed
WIA
343
Wetzel Investment Advisors
Indiana
-$8.71K -200 Closed
NMM
344
Naples Money Management
Florida
-$9.23K -190 Closed
KLWA
345
Kelly Lawrence W & Associates
California
-$5.79K -120 Closed
HPC
346
HM Payson & Co
Maine
-$3.38K -70 Closed
HWM
347
HighMark Wealth Management
Minnesota
-$3.24K -67 Closed
AFWM
348
Abich Financial Wealth Management
Virginia
-$2.37K -49 Closed
CP
349
Castleview Partners
Texas
-$97 -2 Closed

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.