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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$775K
WIA
77
Wealthstreet Investment Advisors
Texas
$763K -$295K -12,650 -28%
GEA
78
Glen Eagle Advisors
New Jersey
$763K +$11K +470 +2%
Nomura Holdings
79
Nomura Holdings
Japan
$724K +$444K +19,000 +185%
G
80
GenTrust
Florida
$714K -$52.1K -2,232 -7%
Northern Trust
81
Northern Trust
Illinois
$680K -$13.1K -561 -2%
PGA
82
Portland Global Advisors
Maine
$675K +$128K +5,490 +25%
LS
83
Lattice Strategies
Pennsylvania
$638K +$83.5K +3,575 +16%
Parallax Volatility Advisers
84
Parallax Volatility Advisers
California
$636K +$307K +13,151 +105%
ZIM
85
Zacks Investment Management
Illinois
$609K -$98K -4,194 -15%
ACM
86
Advisors Capital Management
New Jersey
$593K +$3.36K +144 +0.6%
UBV
87
United Bank (Virginia)
Virginia
$563K +$531K +22,717 New
CG
88
Caprock Group
Idaho
$541K -$427K -18,295 -46%
SF
89
Synovus Financial
Georgia
$538K -$216K -9,237 -30%
BCA
90
Berman Capital Advisors
Georgia
$535K -$85.8K -3,675 -15%
KBFS
91
Kohmann Bosshard Financial Services
Ohio
$492K -$54.6K -2,336 -11%
Cerity Partners
92
Cerity Partners
New York
$489K +$101K +4,314 +28%
SMFS
93
Squar Milner Financial Services
California
$476K
HCA
94
Harbour Capital Advisors
Virginia
$455K +$429K +18,350 New
Creative Planning
95
Creative Planning
Kansas
$446K -$68.7K -2,942 -14%
Deutsche Bank
96
Deutsche Bank
Germany
$426K -$1.4M -59,919 -78%
ED
97
Exane Derivatives
France
$415K -$88.8K -3,800 -18%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$399K +$2.34K +100 +0.6%
WCM
99
Wunderlich Capital Managemnt
Tennessee
$385K -$10.6K -452 -3%
FIM
100
Freedom Investment Management
Connecticut
$366K -$42.3K -1,811 -11%

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.