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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
MRC
26
Millburn Ridgefield Corp
New York
$18.6M -$952K -20,879 -5%
KAS
27
Kestra Advisory Services
Texas
$17.5M +$5.29M +116,066 +47%
RJA
28
Raymond James & Associates
Florida
$15.8M +$8.82M +193,484 +144%
Ameriprise
29
Ameriprise
Minnesota
$15M +$895K +19,632 +7%
DCM
30
Discovery Capital Management
Connecticut
$14.9M +$14.1M +309,300 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14.3M -$2.15M -47,162 -14%
Citigroup
32
Citigroup
New York
$14.2M -$1.58M -34,652 -11%
TW
33
Trajan Wealth
Arizona
$11.9M -$380K -8,328 -3%
GVAG
34
Great Valley Advisor Group
Delaware
$11.8M +$669K +14,662 +6%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$11.5M -$1.47M -32,278 -12%
BSG
36
Black Swift Group
Colorado
$10.8M +$194K +4,265 +2%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$10.7M +$1.9M +41,717 +23%
RC
38
Randolph Company
Ohio
$10.4M +$7.11K +156 +0.1%
PAG
39
Private Advisor Group
New Jersey
$10.1M +$2.99M +65,668 +45%
CCM
40
Cullen Capital Management
New York
$10.1M -$1.57M -34,509 -14%
BWM
41
Bulltick Wealth Management
Florida
$9.11M +$2.22M +48,750 +35%
KHLMTHM
42
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.06M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$7.91M +$6.43M +141,131 +622%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$7.46M +$830K +18,206 +13%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$6.85M -$10.6M -232,920 -62%
EH
46
Equitable Holdings
New York
$6.39M +$1.1M +24,127 +22%
AWA
47
Adapt Wealth Advisors
Georgia
$6.25M +$460K +10,082 +8%
CCM
48
Carmel Capital Management
California
$6.2M
RJFSA
49
Raymond James Financial Services Advisors
Florida
$6.09M +$861K +18,887 +18%
PCOTEOTHU
50
Provident Company of the Employees of the Hebrew University
Israel
$5.93M +$11.3K +247 +0.2%

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.