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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
AssetMark Inc
AssetMark Inc
California
$61.3M
3
MIH
Meitav Investment House
Israel
$56.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.8M
5
MMA
Miracle Mile Advisors
California
$41.4M

Top Sellers

1
MD
Money Design
Japan
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
$783K
4
Amundi
Amundi
France
$2.98M
5
SG Americas Securities
SG Americas Securities
New York
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$7.35M +$6.14M +149,681 +508%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7.21M +$1.69M +41,154 +31%
Citigroup
28
Citigroup
New York
$7.13M +$3.69M +90,026 +107%
WMWM
29
Whitaker-Myers Wealth Managers
Ohio
$6.57M +$904K +22,047 +16%
VVP
30
Venture Visionary Partners
Ohio
$6.12M +$6.12M +149,309 New
CCM
31
Carmel Capital Management
California
$5.25M +$1.49M +36,450 +40%
YAVAPFMC
32
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$5.02M – – –
OMC
33
Old Mission Capital
Illinois
$4.77M +$4.77M +116,417 New
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$4.6M -$6.68M -163,034 -59%
RJA
35
Raymond James & Associates
Florida
$4.57M +$1.47M +35,775 +47%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$4.18M +$522K +12,721 +14%
TF
37
Theory Financial
Colorado
$3.98M +$3.98M +97,187 New
SWIG
38
Strategic Wealth Investment Group
Kentucky
$3.93M -$170K -4,147 -4%
MA
39
MONECO Advisors
Connecticut
$3.81M +$3.81M +93,043 New
MML Investors Services
40
MML Investors Services
Massachusetts
$3.54M +$3.54M +86,219 New
EH
41
Equitable Holdings
New York
$3.3M +$994K +24,247 +43%
LFS
42
Leibman Financial Services
Nebraska
$3.19M +$3.19M +77,773 New
Amundi
43
Amundi
France
$2.98M -$4M -97,200 -57%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.98M +$1.21M +29,472 +68%
GEA
45
Glen Eagle Advisors
New Jersey
$2.92M +$209K +5,100 +8%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.83M +$2.02M +49,381 +253%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$2.74M +$756K +18,429 +38%
PAG
48
Private Advisor Group
New Jersey
$2.7M -$1.66M -40,463 -38%
IG
49
ING Group
Netherlands
$2.68M – – –
Citadel Advisors
50
Citadel Advisors
Florida
$2.61M +$2.61M +63,598 New
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