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WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cullen Capital Management
New York
$9.44M -$1.06M -21,398 -10%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$9.24M +$957K +19,398 +12%
Goldman Sachs
53
Goldman Sachs
New York
$8.23M +$3.73M +75,608 +86%
Renaissance Technologies
54
Renaissance Technologies
New York
$8M +$3.01M +61,000 +63%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$7.95M +$150K +3,035 +2%
Citigroup
56
Citigroup
New York
$7.79M -$6.89M -139,814 -48%
AWA
57
Adapt Wealth Advisors
Georgia
$7.38M +$832K +16,863 +13%
EH
58
Equitable Holdings
New York
$7.11M +$423K +8,575 +6%
RSWM
59
Robertson Stephens Wealth Management
California
$6.73M +$619K +12,559 +10%
CCM
60
Carmel Capital Management
California
$6.44M -$34.5K -700 -0.5%
PCOTEOTHU
61
Provident Company of the Employees of the Hebrew University
Israel
$6.4M +$197K +4,000 +3%
Osaic Holdings
62
Osaic Holdings
Arizona
$6.28M +$584K +11,836 +11%
IA
63
Inspire Advisors
Idaho
$6.08M -$9.17K -186 -0.2%
OMC
64
Old Mission Capital
Illinois
$5.92M +$5.78M +117,313 New
RWA
65
Redhawk Wealth Advisors
Minnesota
$5.8M +$307K +6,218 +6%
MML Investors Services
66
MML Investors Services
Massachusetts
$5.12M +$9.17K +186 +0.2%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$5.08M
LFS
68
Leibman Financial Services
Nebraska
$5.02M +$749K +15,189 +18%
Citadel Advisors
69
Citadel Advisors
Florida
$4.96M +$4.85M +98,334 New
CWM
70
Circle Wealth Management
New Jersey
$4.77M +$248K +5,030 +6%
FTUS
71
Flow Traders U.S.
New York
$4.71M +$4.39M +88,995 +2,002%
GEA
72
Glen Eagle Advisors
New Jersey
$4.69M +$449K +9,096 +11%
MA
73
MONECO Advisors
Connecticut
$4.64M -$24.2K -491 -0.5%
LWP
74
Laurel Wealth Planning
Minnesota
$4.63M +$4.52M +91,696 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$4.53M -$1.19M -24,184 -21%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.