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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

172 hedge funds and large institutions have $616M invested in WisdomTree India Earnings Fund ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+21
Holders Change %
+13.91%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
59
Reduced
38
Closed
10
Calls
$942K
Puts
$1.52M
Net Calls
-$581K
Net Calls Change
-$1.77M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$52.7M
3
DCM
3
Driehaus Capital Management
Illinois
$70.9M
4
LPL Financial
4
LPL Financial
California
$19.6M
5
UBS Group
5
UBS Group
Switzerland
$13.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$56.4M
2
MIH
2
Meitav Investment House
Israel
$14.9M
3
Millennium Management
3
Millennium Management
New York
$513K
4
MG
4
Meditor Group
Bermuda
$2.23M
5
MD
5
Money Design
Japan
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
76
Verity Asset Management
North Carolina
$749K -$845 -23 -0.1%
Creative Planning
77
Creative Planning
Kansas
$744K +$97.6K +2,654 +15%
SG
78
Sharper & Granite
California
$722K +$23.2K +630 +3%
Comerica Bank
79
Comerica Bank
Texas
$719K +$719K +19,570 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$718K +$39.4K +1,071 +6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$714K -$69.5K -1,891 -9%
MIFH
82
Migdal Insurance & Financial Holdings
Israel
$686K +$213K +5,800 +45%
LWA
83
Lowe Wealth Advisors
Maryland
$677K +$6.62K +180 +1%
William Blair & Company
84
William Blair & Company
Illinois
$624K +$110K +2,984 +21%
BCM
85
Basso Capital Management
Connecticut
$619K +$454K +12,350 +274%
CFG
86
Cosner Financial Group
Colorado
$576K +$576K +15,656 New
Brown Advisory
87
Brown Advisory
Maryland
$562K +$562K +15,284 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$551K -$68.9K -1,874 -11%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$545K -$7.5K -198 -1%
Millennium Management
90
Millennium Management
New York
$513K -$4.24M -115,275 -89%
RVPG
91
Relative Value Partners Group
$509K – – –
CAG
92
Csenge Advisory Group
Florida
$508K -$75K -2,039 -13%
SAM
93
Silvercrest Asset Management
New York
$504K – – –
MC
94
Moors & Cabot
Massachusetts
$489K +$43.6K +1,186 +10%
HCA
95
Harbour Capital Advisors
Virginia
$488K – – –
HF
96
HRT Financial
New York
$467K +$467K +12,715 New
PSCM
97
Per Stirling Capital Management
Texas
$461K +$461K +12,545 New
CF
98
Centaurus Financial
California
$452K -$1.43M -38,782 -76%
AA
99
AlphaMark Advisors
Kentucky
$429K +$412K +11,210 +2,491%
ITB
100
Idaho Trust Bank
Idaho
$421K +$105K +2,857 +33%
2 3
4
5 6