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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

119 hedge funds and large institutions have $454M invested in WisdomTree India Earnings Fund ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
30
Reduced
37
Closed
15
Calls
$3.32M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
+$12.5M

Top Buyers

1
DCM
1
Driehaus Capital Management
Illinois
$60.5M
2
Ameriprise
2
Ameriprise
Minnesota
$12.5M
3
Millennium Management
3
Millennium Management
New York
$3.63M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.84M
5
NVCHI
5
New Vernon Capital Holdings II
New Jersey
$1.35M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.1M
2
BIA
2
Barry Investment Advisors
Massachusetts
$442K
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$25.5M
4
MD
4
Money Design
Japan
$21.9M
5
BlackRock
5
BlackRock
New York
$89.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$327K -$256K -7,565 -44%
GIA
77
GHP Investment Advisors
Colorado
$312K – – –
DDC
78
DF Dent & Co
Maryland
$305K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$304K -$22.1K -655 -7%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$301K +$50.9K +1,503 +20%
DT
81
Diversified Trust
Tennessee
$290K – – –
FCA
82
FinTrust Capital Advisors
South Carolina
$270K – – –
MCM
83
Monarch Capital Management
Indiana
$267K – – –
BAM
84
Blueshift Asset Management
New Jersey
$246K +$246K +7,251 New
VWM
85
Valley Wealth Managers
New Jersey
$244K – – –
IWM
86
IHT Wealth Management
Illinois
$244K +$17.8K +526 +8%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$233K +$13.6K +400 +6%
GWM
88
Geneos Wealth Management
Colorado
$225K -$67.8K -2,004 -23%
BPA
89
Beacon Pointe Advisors
California
$212K +$212K +6,257 New
MHR
90
Matthew Hamilton Rosenberg
$177K +$7.75K +229 +5%
WIA
91
Wealthstreet Investment Advisors
Texas
$119K -$1.03M -30,384 -90%
HFA
92
Hoover Financial Advisors
Pennsylvania
$88K – – –
Vontobel Holding
93
Vontobel Holding
Switzerland
$68K – – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$46K – – –
MA
95
MUFG Americas
New York
$37K – – –
EWM
96
Edge Wealth Management
New York
$34K – – –
TIM
97
Tortoise Investment Management
New York
$32K – – –
AIA
98
Armor Investment Advisors
North Carolina
$32K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$30K -$76.8K -2,233 -72%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
2 3
4
5 6