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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $831M invested in WisdomTree India Earnings Fund ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

2.9% less ownership

Funds ownership: 57.38%54.47% (-2.9%)

5% less funds holding

Funds holding: 169160 (-9)

13% less capital invested

Capital invested by funds: $956M → $831M (-$125M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

53% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $155M

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
16
Increased
54
Reduced
53
Closed
25
Calls
$72.1M
Puts
$155M
Net Calls
-$82.6M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$862K -$35.9K -1,495 -4%
GEA
77
Glen Eagle Advisors
New Jersey
$810K -$5.43K -226 -0.7%
PVH
78
Psagot Value Holdings
Israel
$807K -$14.5M -604,528 -95%
CSA
79
Cottage Street Advisors
Massachusetts
$796K -$290K -12,066 -27%
OMC
80
Old Mission Capital
Illinois
$781K +$787K +32,738 New
SC
81
Savant Capital
Illinois
$745K
ACM
82
Advisors Capital Management
New Jersey
$725K +$46.1K +1,920 +7%
VWM
83
Valley Wealth Managers
New Jersey
$721K -$39.9K -1,660 -5%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$677K -$4.44M -184,750 -87%
G
85
GenTrust
Florida
$661K +$108K +4,502 +19%
Northern Trust
86
Northern Trust
Illinois
$640K +$553 +23 +0.1%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$598K +$409K +17,022 +211%
JPLA
88
Joseph P. Lucia & Associates
New York
$551K +$9.61K +400 +2%
Wolverine Trading
89
Wolverine Trading
Illinois
$538K +$538K +22,395 New
ACM
90
Azimuth Capital Management
Michigan
$537K +$360 +15 +0.1%
CG
91
Caprock Group
Idaho
$525K +$2.57K +107 +0.5%
OFG
92
OTA Financial Group
New York
$524K +$528K +21,974 New
Cerity Partners
93
Cerity Partners
New York
$522K +$52K +2,163 +11%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$492K +$19.2K +800 +4%
CG
95
Cutler Group
California
$485K +$429K +17,850 +714%
SF
96
Synovus Financial
Georgia
$482K +$1.15K +48 +0.2%
WIA
97
Wealthstreet Investment Advisors
Texas
$473K -$124K -5,143 -21%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$466K -$7.21K -300 -1%
HCA
99
Harbour Capital Advisors
Virginia
$428K -$9.61K -400 -2%
KBFS
100
Kohmann Bosshard Financial Services
Ohio
$424K

EPI Hedge Fund Activity: Q3 2019 in Review

160 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2019, worth a combined $831M — down 13% from $956M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPI and 16 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was Discovery Capital Management, adding an estimated $39.6M. The largest seller was Clal Insurance, cutting an estimated $107M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2019, down from 169 in Q2 2019.
  • Funds reported $831M of WisdomTree India Earnings Fund ETF stock for Q3 2019, down 13% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2019 and 25 closed out, a net change of -9 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2019 was Discovery Capital Management, an estimated $39.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2019 was Clal Insurance, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.