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

Top Sellers

1
MD
1
Money Design
Japan
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$4.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$783K
4
Amundi
4
Amundi
France
$2.98M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
GSB Wealth Management
Connecticut
$2.5M +$35.4K +864 +1%
MG
52
Meditor Group
Bermuda
$2.49M – – –
PAS
53
Park Avenue Securities
New York
$2.49M +$207K +5,044 +9%
PL
54
Perpetual Ltd
Australia
$2.47M +$643K +15,683 +35%
FS
55
Ferguson Shapiro
Georgia
$2.43M -$78K -1,902 -3%
IA
56
Inspire Advisors
Idaho
$2.34M +$2.34M +57,183 New
CK
57
Cohen Klingenstein
New York
$2.2M – – –
CF
58
Centaurus Financial
California
$1.96M +$1.46M +35,611 +290%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.83M +$67.4K +1,645 +4%
RWA
60
Redhawk Wealth Advisors
Minnesota
$1.83M -$2.07M -50,568 -53%
SG Americas Securities
61
SG Americas Securities
New York
$1.59M -$3.84M -93,608 -71%
Goldman Sachs
62
Goldman Sachs
New York
$1.5M – – –
NA
63
NewEdge Advisors
Louisiana
$1.48M -$591K -14,378 -29%
Wealthfront Advisers
64
Wealthfront Advisers
California
$1.37M +$164K +3,994 +14%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.32M -$113K -2,745 -8%
CS
66
Credit Suisse
Switzerland
$1.31M -$27.1K -662 -2%
CAG
67
Csenge Advisory Group
Florida
$1.26M +$696K +16,969 +123%
BPA
68
Beacon Pointe Advisors
California
$1.26M +$134K +3,270 +12%
PGA
69
Portland Global Advisors
Maine
$1.25M -$194K -4,726 -13%
KAS
70
Kestra Advisory Services
Texas
$1.21M +$265K +6,454 +28%
Stifel Financial
71
Stifel Financial
Missouri
$1.21M +$1.21M +29,394 New
FA
72
Fiduciary Alliance
South Carolina
$1.2M -$20.9K -509 -2%
LFAS
73
Level Four Advisory Services
Texas
$1.17M +$1.17M +28,564 New
G
74
GenTrust
Florida
$1.06M +$77.9K +1,900 +8%
MIFH
75
Migdal Insurance & Financial Holdings
Israel
$1.02M +$247K +5,975 +32%
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3
4 5