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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

113 hedge funds and large institutions have $788M invested in WisdomTree India Earnings Fund ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
24
Increased
27
Reduced
43
Closed
25
Calls
$33.8M
Puts
$238M
Net Calls
-$204M
Net Calls Change
-$3.91M

Top Buyers

1
DCM
1
Discovery Capital Management
Connecticut
$62.4M
2
CCM
2
Causeway Capital Management
California
$37.5M
3
FTUS
3
Flow Traders U.S.
New York
$16.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.1M
2
Barclays
2
Barclays
United Kingdom
$16.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.2M
4
CS
4
Credit Suisse
Switzerland
$6.73M
5
GPGA
5
Grandeur Peak Global Advisors
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
76
Gerald L. Ray & Associates
Texas
$306K +$60.2K +3,450 +24%
KFC
77
Klingenstein Fields & Co
New York
$304K -$124K -7,100 -29%
VKH
78
Virtu KCG Holdings
New York
$276K -$543K -31,161 -66%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$237K +$16.3K +934 +7%
TYCC
80
Texas Yale Capital Corp
Florida
$233K -$374K -21,395 -62%
State Street
81
State Street
Massachusetts
$216K -$54K -3,100 -20%
AA
82
ALPS Advisors
Colorado
$196K +$196K +12,131 New
JWM
83
Jacobus Wealth Management
Wisconsin
$187K – – –
IWC
84
Integrated Wealth Counsel
California
$184K +$73.3K +4,195 +66%
IC
85
InterOcean Capital
Illinois
$181K -$260K -14,910 -59%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$172K – – –
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$168K -$19.3K -1,147 -10%
MFS
88
MSI Financial Services
Massachusetts
$168K +$49.2K +2,827 +41%
PVH
89
Psagot Value Holdings
Israel
$127K – – –
Creative Planning
90
Creative Planning
Kansas
$99K +$86K +4,940 +660%
CG
91
Colony Group
Massachusetts
$86K +$86K +4,925 New
Citigroup
92
Citigroup
New York
$68K -$1.53M -87,394 -96%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$47K – – –
MA
94
MUFG Americas
New York
$25K -$71K -4,000 -74%
RIA
95
Regal Investment Advisors
Michigan
$23K -$4.84K -280 -17%
ASN
96
Advisory Services Network
Georgia
$14K +$14K +806 New
CAL
97
Capital Analysts LLC
Pennsylvania
$14K +$14K +800 New
SA
98
SRH Advisors
Kansas
$10K +$10K +565 New
AIG
99
American International Group
New York
$9.63K +$7.88K +452 +452%
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +450 New
2 3
4
5 6