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WisdomTree India Earnings Fund ETF

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

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
GSB Wealth Management
Connecticut
$2.5M +$32.7K +864 +1%
MG
52
Meditor Group
Bermuda
$2.49M
PAS
53
Park Avenue Securities
New York
$2.49M +$191K +5,044 +9%
PL
54
Perpetual Ltd
Australia
$2.47M +$594K +15,683 +35%
FS
55
Ferguson Shapiro
Georgia
$2.43M -$72.1K -1,902 -3%
IA
56
Inspire Advisors
Idaho
$2.34M +$2.17M +57,183 New
CK
57
Cohen Klingenstein
New York
$2.2M
CF
58
Centaurus Financial
California
$1.96M +$1.35M +35,611 +290%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.83M +$62.3K +1,645 +4%
RWA
60
Redhawk Wealth Advisors
Minnesota
$1.83M -$1.92M -50,568 -53%
SG Americas Securities
61
SG Americas Securities
New York
$1.59M -$3.55M -93,608 -71%
Goldman Sachs
62
Goldman Sachs
New York
$1.5M
NA
63
NewEdge Advisors
Louisiana
$1.48M -$545K -14,378 -29%
Wealthfront Advisers
64
Wealthfront Advisers
California
$1.37M +$151K +3,994 +14%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.32M -$104K -2,745 -8%
CS
66
Credit Suisse
Switzerland
$1.31M -$25.1K -662 -2%
CAG
67
Csenge Advisory Group
Florida
$1.26M +$643K +16,969 +123%
BPA
68
Beacon Pointe Advisors
California
$1.26M +$124K +3,270 +12%
PGA
69
Portland Global Advisors
Maine
$1.25M -$179K -4,726 -13%
KAS
70
Kestra Advisory Services
Texas
$1.21M +$245K +6,454 +28%
Stifel Financial
71
Stifel Financial
Missouri
$1.21M +$1.11M +29,394 New
FA
72
Fiduciary Alliance
South Carolina
$1.2M -$19.3K -509 -2%
LFAS
73
Level Four Advisory Services
Texas
$1.17M +$1.08M +28,564 New
G
74
GenTrust
Florida
$1.06M +$72K +1,900 +8%
MIFH
75
Migdal Insurance & Financial Holdings
Israel
$1.02M +$226K +5,975 +32%

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.