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WisdomTree India Earnings Fund ETF

177 hedge funds and large institutions have $1.27B invested in WisdomTree India Earnings Fund ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 159177 (+18)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$10.5M)

7.02% less ownership

Funds ownership: 79.84%72.83% (-7%)

59% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $217M

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
43
Increased
58
Reduced
45
Closed
23
Calls
$89.8M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lowe Wealth Advisors
Maryland
$1.14M +$22K +825 +2%
SSWM
77
Sheets Smith Wealth Management
North Carolina
$1.11M
AG
78
Advisor Group
Arizona
$1.07M +$181K +6,777 +21%
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$974K +$129K +4,820 +16%
NGA
80
Naples Global Advisors
Florida
$956K +$10K +375 +1%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$942K -$13K -486 -1%
SC
82
Savant Capital
Illinois
$892K -$480 -18 -0.1%
William Blair & Company
83
William Blair & Company
Illinois
$813K +$39.7K +1,489 +5%
MWM
84
Merriman Wealth Management
Washington
$793K +$237K +8,900 +45%
LS
85
Lattice Strategies
Pennsylvania
$751K -$5.33K -200 -0.7%
GEA
86
Glen Eagle Advisors
New Jersey
$737K +$51.8K +1,944 +8%
SF
87
Synovus Financial
Georgia
$698K +$33.5K +1,256 +5%
PAG
88
Private Advisor Group
New Jersey
$677K -$318K -11,939 -32%
ACM
89
Azimuth Capital Management
Michigan
$655K +$25.6K +960 +4%
MA
90
Montag & Associates
Georgia
$646K +$619K +23,200 New
MC
91
Moors & Cabot
Massachusetts
$633K +$50.8K +1,906 +9%
CG
92
Caprock Group
Idaho
$623K +$2.13K +80 +0.4%
EDRH
93
Edmond de Rothschild Holding
Switzerland
$618K
ACM
94
Advisors Capital Management
New Jersey
$593K +$11.7K +437 +2%
HCA
95
Harbour Capital Advisors
Virginia
$575K -$16K -600 -3%
US Bancorp
96
US Bancorp
Minnesota
$557K
IFS
97
Ifrah Financial Services
Arkansas
$552K +$9.15K +343 +2%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$544K -$67.4K -2,526 -11%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$541K -$24.7K -926 -5%
BCA
100
Berman Capital Advisors
Georgia
$536K +$514K +19,262 New

EPI Hedge Fund Activity: Q4 2017 in Review

177 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2017, worth a combined $1.27B — up 0.83% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 23 closed out — a net gain of 20 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $90.4M sold.

  • 177 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.27B of WisdomTree India Earnings Fund ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2017 and 23 closed out, a net change of +20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2017 was Discovery Capital Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q4 2017.