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WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
AlphaMark Advisors
Kentucky
$996K +$479K +12,640 +108%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$992K
CIBC World Market
78
CIBC World Market
Ontario, Canada
$990K +$603K +15,912 +193%
VCM
79
Viewpoint Capital Management
Washington
$983K
LSC
80
Logan Stone Capital
Illinois
$962K +$543K +14,320 +157%
NGA
81
Naples Global Advisors
Florida
$940K +$6.63K +175 +0.8%
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$911K
FTA
83
Financial & Tax Architects
Missouri
$909K -$588K -15,525 -41%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$905K +$18.8K +495 +2%
SC
85
Savant Capital
Illinois
$902K
IUHSA
86
Itau Unibanco Holding S.A.
Brazil
$902K +$834K +22,000 New
Comerica Bank
87
Comerica Bank
Texas
$896K +$86.3K +2,276 +12%
AG
88
Ascent Group
Virginia
$876K -$72.3K -1,907 -9%
ASN
89
Advisory Services Network
Georgia
$873K -$872 -23 -0.1%
KPWS
90
Kestra Private Wealth Services
Texas
$857K +$3.07K +81 +0.4%
William Blair & Company
91
William Blair & Company
Illinois
$825K +$119K +3,134 +18%
PSCM
92
Per Stirling Capital Management
Texas
$816K +$279K +7,358 +59%
SG
93
Sharper & Granite
California
$804K -$1.33K -35 -0.2%
Allianz Asset Management
94
Allianz Asset Management
Germany
$783K -$4.5M -118,700 -86%
VAM
95
Verity Asset Management
North Carolina
$781K -$49.7K -1,312 -6%
LWA
96
Lowe Wealth Advisors
Maryland
$773K +$16.7K +440 +2%
EIA
97
Eldridge Investment Advisors
New Hampshire
$769K +$711K +18,750 New
MFG
98
Merit Financial Group
Georgia
$746K +$689K +18,192 New
HF
99
HRT Financial
New York
$711K +$176K +4,637 +36%
BCM
100
Basso Capital Management
Connecticut
$691K

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.