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WisdomTree India Earnings Fund ETF

169 hedge funds and large institutions have $956M invested in WisdomTree India Earnings Fund ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 163169 (+6)

2.06% more ownership

Funds ownership: 55.31%57.38% (+2.1%)

3% more capital invested

Capital invested by funds: $932M → $956M (+$24.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

47% less call options, than puts

Call options by funds: $90.8M | Put options by funds: $173M

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$90.8M
Puts
$173M
Net Calls
-$81.9M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
76
Naples Global Advisors
Florida
$978K +$60.3K +2,324 +7%
HighTower Advisors
77
HighTower Advisors
Illinois
$976K +$974K +37,551 New
GEA
78
Glen Eagle Advisors
New Jersey
$891K +$59.8K +2,305 +7%
Deutsche Bank
79
Deutsche Bank
Germany
$873K +$424K +16,347 +95%
VWM
80
Valley Wealth Managers
New Jersey
$831K -$171K -6,600 -17%
PGA
81
Portland Global Advisors
Maine
$820K +$22.2K +855 +3%
SC
82
Savant Capital
Illinois
$815K
KIA
83
KCM Investment Advisors
California
$782K +$778K +30,000 New
CA
84
Cetera Advisors
Colorado
$750K +$747K +28,807 New
ACM
85
Advisors Capital Management
New Jersey
$743K +$102K +3,942 +16%
Northern Trust
86
Northern Trust
Illinois
$699K -$1.45K -56 -0.2%
WIA
87
Wealthstreet Investment Advisors
Texas
$638K -$34.3K -1,321 -5%
G
88
GenTrust
Florida
$605K -$32.2K -1,240 -5%
JPLA
89
Joseph P. Lucia & Associates
New York
$592K +$589K +22,700 New
ACM
90
Azimuth Capital Management
Michigan
$586K +$348K +13,420 +148%
CG
91
Caprock Group
Idaho
$571K +$2.31K +89 +0.4%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$568K -$581K -22,415 -51%
SF
93
Synovus Financial
Georgia
$525K -$71.6K -2,761 -12%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$517K +$359K +13,828 +230%
Creative Planning
95
Creative Planning
Kansas
$515K +$38K +1,466 +8%
Cerity Partners
96
Cerity Partners
New York
$514K
SMFS
97
Squar Milner Financial Services
California
$497K -$10K -387 -2%
HIIFS
98
Harel Insurance Investments & Financial Services
Israel
$495K +$337K +13,000 +217%
PCM
99
Penserra Capital Management
California
$491K +$490K +18,873 New
AG
100
Advisor Group
Arizona
$483K -$179K -6,903 -27%

EPI Hedge Fund Activity: Q2 2019 in Review

169 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2019, worth a combined $956M — up 2.6% from $932M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPI positions and 16 closed out — a net gain of 7 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Clal Insurance, adding an estimated $19.4M. The largest seller was Discovery Capital Management, cutting an estimated $25.7M.

  • 169 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2019, up from 163 in Q1 2019.
  • Funds reported $956M of WisdomTree India Earnings Fund ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2019 was Clal Insurance, an estimated $19.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2019 was Discovery Capital Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2019.