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WisdomTree India Earnings Fund ETF

162 hedge funds and large institutions have $692M invested in WisdomTree India Earnings Fund ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

10.8% less ownership

Funds ownership: 54.47%43.68% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $831M → $692M (-$140M)

39% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 61

73% less call options, than puts

Call options by funds: $48.7M | Put options by funds: $178M

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
21
Increased
37
Reduced
61
Closed
18
Calls
$48.7M
Puts
$178M
Net Calls
-$129M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.48M
JMPWA
52
JP Morgan Private Wealth Advisors
California
$1.48M +$24.3K +1,000 +2%
MLM
53
Mount Lucas Management
Pennsylvania
$1.47M +$1.43M +58,872 New
VAM
54
Verity Asset Management
North Carolina
$1.39M -$80.3K -3,309 -6%
RJA
55
Raymond James & Associates
Florida
$1.38M +$22.7K +934 +2%
CK
56
Cohen Klingenstein
New York
$1.33M
CI
57
Clal Insurance
Israel
$1.3M -$30.8M -1,267,643 -98%
OMC
58
Old Mission Capital
Illinois
$1.29M +$463K +19,106 +58%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$1.27M
WIA
60
Wealthstreet Investment Advisors
Texas
$1.26M +$762K +31,400 +162%
GWM
61
Geneos Wealth Management
Colorado
$1.24M -$24.1K -994 -2%
MIH
62
Meitav Investment House
Israel
$1.23M -$2.33M -96,121 -66%
Simplex Trading
63
Simplex Trading
Illinois
$1.17M -$2.67K -110 -0.2%
LCM
64
Legato Capital Management
California
$1.17M +$1.14M +46,803 New
William Blair & Company
65
William Blair & Company
Illinois
$1.13M +$10.9K +450 +1%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$1.13M -$5.06M -208,650 -82%
N
67
Nuveen
North Carolina
$1.1M -$45.4K -1,873 -4%
PGA
68
Portland Global Advisors
Maine
$1.09M +$181K +7,450 +20%
HF
69
HRT Financial
New York
$1.09M +$849K +34,982 +391%
SWIG
70
Strategic Wealth Investment Group
Kentucky
$1.04M +$1.02M +41,933 New
PAG
71
Private Advisor Group
New Jersey
$1.02M -$67.9K -2,800 -6%
LWA
72
Lowe Wealth Advisors
Maryland
$1.01M -$7.04K -290 -0.7%
IUHSA
73
Itau Unibanco Holding S.A.
Brazil
$978K
NGA
74
Naples Global Advisors
Florida
$924K +$3.03K +125 +0.3%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$908K +$197K +8,100 +29%

EPI Hedge Fund Activity: Q4 2019 in Review

162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2019, worth a combined $692M — down 17% from $831M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPI positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 61 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $12.4M. The largest seller was Discovery Capital Management, cutting an estimated $52.6M.

  • 162 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2019, up from 160 in Q3 2019.
  • Funds reported $692M of WisdomTree India Earnings Fund ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 21 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2019 and 18 closed out, a net change of +3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $12.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2019 was Discovery Capital Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2019.