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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
Surevest
California
$1.82M +$1.72M +73,571 New
PP
52
Paloma Partners
Connecticut
$1.77M +$1.67M +71,549 New
VAM
53
Verity Asset Management
North Carolina
$1.66M -$132K -5,651 -8%
GWM
54
Geneos Wealth Management
Colorado
$1.48M +$138K +5,909 +11%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.45M
N
56
Nuveen
North Carolina
$1.45M
MIFH
57
Migdal Insurance & Financial Holdings
Israel
$1.4M -$31.3M -1,339,576 -96%
Zurich Cantonal Bank
58
Zurich Cantonal Bank
Switzerland
$1.37M -$9.34K -400 -0.7%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.37M +$230K +9,843 +22%
CK
60
Cohen Klingenstein
New York
$1.33M
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.31M +$69.6K +2,980 +6%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$1.31M +$1.24M +52,897 New
PAG
63
Private Advisor Group
New Jersey
$1.18M +$78.4K +3,358 +8%
CSA
64
Cottage Street Advisors
Massachusetts
$1.16M +$94K +4,025 +9%
OBGC
65
O'Brien Greene & Co
Pennsylvania
$1.13M +$1.06M +45,447 New
William Blair & Company
66
William Blair & Company
Illinois
$1.04M -$20.2K -865 -2%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$992K
LWA
68
Lowe Wealth Advisors
Maryland
$984K -$28.1K -1,205 -3%
IUHSA
69
Itau Unibanco Holding S.A.
Brazil
$979K -$8.18K -350 -0.9%
CA
70
Cetera Advisors
Colorado
$957K +$14.9K +636 +2%
AWM
71
Affinity Wealth Management
Delaware
$918K +$864K +37,001 New
SG Americas Securities
72
SG Americas Securities
New York
$852K -$13.8M -590,087 -94%
NGA
73
Naples Global Advisors
Florida
$847K -$65.4K -2,800 -7%
PVH
74
Psagot Value Holdings
Israel
$839K
AG
75
Advisor Group
Arizona
$785K -$28K -1,200 -4%

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.