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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$933K +$34.4K +1,250 +4%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$928K +$43.3K +1,575 +5%
AG
78
Advisor Group
Arizona
$912K -$97.3K -3,538 -9%
ZIM
79
Zacks Investment Management
Illinois
$897K -$1.15M -41,690 -55%
SC
80
Savant Capital
Illinois
$820K -$21.2K -772 -2%
Millennium Management
81
Millennium Management
New York
$782K -$368K -13,385 -31%
William Blair & Company
82
William Blair & Company
Illinois
$742K -$24.6K -895 -3%
GEA
83
Glen Eagle Advisors
New Jersey
$731K +$38.5K +1,400 +5%
LS
84
Lattice Strategies
Pennsylvania
$704K -$3.3K -120 -0.4%
Parallax Volatility Advisers
85
Parallax Volatility Advisers
California
$691K -$731K -26,569 -50%
FIM
86
Freedom Investment Management
Connecticut
$686K +$391K +14,206 +119%
CA
87
Cetera Advisors
Colorado
$678K +$713K +25,920 New
Twin Tree Management
88
Twin Tree Management
Texas
$638K +$670K +24,347 New
SF
89
Synovus Financial
Georgia
$637K -$20.7K -751 -3%
EDRH
90
Edmond de Rothschild Holding
Switzerland
$624K +$46.8K +1,700 +8%
ACM
91
Azimuth Capital Management
Michigan
$614K -$2.75K -100 -0.4%
CG
92
Cutler Group
California
$602K -$2.7M -98,088 -81%
PC
93
Palo Capital
California
$600K +$629K +22,868 New
ACM
94
Advisors Capital Management
New Jersey
$589K +$31.9K +1,158 +5%
BCA
95
Berman Capital Advisors
Georgia
$587K +$86.1K +3,130 +16%
PAG
96
Private Advisor Group
New Jersey
$577K -$79.8K -2,901 -12%
MC
97
Moors & Cabot
Massachusetts
$541K -$54.8K -1,994 -9%
ED
98
Exane Derivatives
France
$529K +$428K +15,576 +322%
US Bancorp
99
US Bancorp
Minnesota
$524K
IFS
100
Ifrah Financial Services
Arkansas
$518K -$2.83K -103 -0.5%

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.