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WisdomTree India Earnings Fund ETF

127 hedge funds and large institutions have $342M invested in WisdomTree India Earnings Fund ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.64M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.65M)

2.94% less ownership

Funds ownership: 53.41%50.46% (-2.9%)

4% less funds holding

Funds holding: 132127 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
47
Closed
15
Calls
$2.6M
Puts
$1.64M
Net Calls
+$959K
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
GHP Investment Advisors
Colorado
$281K
TI
77
Tidal Investments
Wisconsin
$281K
MLL
78
Moody Lynn & Lieberson
Massachusetts
$278K -$22.1K -695 -7%
DDC
79
DF Dent & Co
Maryland
$275K
JMPWA
80
JP Morgan Private Wealth Advisors
California
$273K -$28.4K -893 -9%
DT
81
Diversified Trust
Tennessee
$261K
KTA
82
Keeley-Teton Advisors
Illinois
$251K
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$249K -$45.4K -1,430 -15%
Northern Trust
84
Northern Trust
Illinois
$246K
Osaic Holdings
85
Osaic Holdings
Arizona
$244K -$4.54K -143 -2%
FCA
86
FinTrust Capital Advisors
South Carolina
$242K
MCM
87
Monarch Capital Management
Indiana
$241K
Mariner
88
Mariner
Kansas
$231K +$240K +7,564 New
MM
89
Main Management
California
$225K
MHR
90
Matthew Hamilton Rosenberg
$164K -$1.02K -32 -0.6%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$125K -$31.8K -1,000 -20%
BC
92
Bartlett & Co
Ohio
$125K -$31.8K -1,000 -20%
UB
93
UMB Bank
Missouri
$123K +$22.2K +698 +21%
HDIM
94
Hanson & Doremus Investment Management
Vermont
$81K +$84.7K +2,665 New
TRCT
95
Tower Research Capital (TRC)
New York
$64K +$64.1K +2,017 +3,010%
Allianz Asset Management
96
Allianz Asset Management
Germany
$64K +$66.7K +2,100 New
CG
97
Cutler Group
California
$57K +$27.7K +871 +87%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$53K +$33.9K +1,068 +166%
ACA
99
Aptus Capital Advisors
Alabama
$45K +$15K +471 +47%
MA
100
MUFG Americas
New York
$33K

EPI Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2022, worth a combined $342M — down 1.9% from $348M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 11 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 29 added.

The largest buyer was Meitav Investment House, adding an estimated $8.7M. The largest seller was Ameriprise, cutting an estimated $18.9M.

  • 127 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $342M of WisdomTree India Earnings Fund ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2022 and 15 closed out, a net change of -4 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2022 was Meitav Investment House, an estimated $8.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2022 was Ameriprise, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.