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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

176 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
Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4%
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

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$33.8M
2
Morgan Stanley
Morgan Stanley
New York
+$16.7M
3
Citigroup
Citigroup
New York
+$13.7M
4
Wells Fargo
Wells Fargo
California
+$10.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.6M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$90.4M
2
UBS Group
UBS Group
Switzerland
-$42.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$35.3M
4
CI
Clal Insurance
Israel
-$24.2M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
76
Lowe Wealth Advisors
Maryland
$1.14M +$23K +825 +2%
SSWM
77
Sheets Smith Wealth Management
North Carolina
$1.11M – – –
AG
78
Advisor Group
Arizona
$1.07M +$189K +6,777 +21%
HIIFS
79
Harel Insurance Investments & Financial Services
Israel
$974K +$134K +4,820 +16%
NGA
80
Naples Global Advisors
Florida
$956K +$10.4K +375 +1%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$942K -$13.5K -486 -1%
SC
82
Savant Capital
Illinois
$892K -$501 -18 -0.1%
William Blair & Company
83
William Blair & Company
Illinois
$813K +$41.5K +1,489 +5%
MWM
84
Merriman Wealth Management
Washington
$793K +$248K +8,900 +45%
LS
85
Lattice Strategies
Pennsylvania
$751K -$5.57K -200 -0.7%
GEA
86
Glen Eagle Advisors
New Jersey
$737K +$54.1K +1,944 +8%
SF
87
Synovus Financial
Georgia
$698K +$35K +1,256 +5%
PAG
88
Private Advisor Group
New Jersey
$677K -$325K -11,939 -32%
ACM
89
Azimuth Capital Management
Michigan
$655K +$26.7K +960 +4%
MA
90
Montag & Associates
Georgia
$646K +$646K +23,200 New
MC
91
Moors & Cabot
Massachusetts
$633K +$53.3K +1,906 +9%
CG
92
Caprock Group
Idaho
$623K +$2.31K +80 +0.4%
EDRH
93
Edmond de Rothschild Holding
Switzerland
$618K – – –
ACM
94
Advisors Capital Management
New Jersey
$593K +$12.2K +437 +2%
HCA
95
Harbour Capital Advisors
Virginia
$575K -$16.7K -600 -3%
US Bancorp
96
US Bancorp
Minnesota
$557K – – –
IFS
97
Ifrah Financial Services
Arkansas
$552K +$9.54K +343 +2%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$544K -$70.3K -2,526 -11%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$541K -$25.8K -926 -5%
BCA
100
Berman Capital Advisors
Georgia
$536K +$536K +19,262 New
2 3
4
5 6