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WisdomTree India Earnings Fund ETF

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more funds holding

Funds holding: 215280 (+65)

7.28% more ownership

Funds ownership: 52.14%59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$2.4M +$2.03M +47,313 +601%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$2.4M +$1.88M +43,677 +384%
CAG
78
Csenge Advisory Group
Florida
$2.37M +$1.01M +23,549 +76%
CK
79
Cohen Klingenstein
New York
$2.33M
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$1.9M +44,338 +599%
Marshall Wace
81
Marshall Wace
United Kingdom
$2.25M +$2.22M +51,709 New
William Blair & Company
82
William Blair & Company
Illinois
$2.19M +$1.3M +30,232 +150%
Amundi
83
Amundi
France
$2.18M -$980K -22,800 -31%
AWP
84
Avid Wealth Partners
Texas
$2.13M +$2.1M +48,882 New
Wealthfront Advisers
85
Wealthfront Advisers
California
$2.09M +$624K +14,515 +43%
ASN
86
Advisory Services Network
Georgia
$1.93M +$985K +22,922 +108%
CA
87
Cetera Advisors
Colorado
$1.89M +$1.86M +43,357 New
SG Americas Securities
88
SG Americas Securities
New York
$1.83M +$140K +3,250 +8%
FI
89
Finivi Inc
Massachusetts
$1.72M +$1.69M +39,380 New
CA
90
CoreCap Advisors
Michigan
$1.67M +$1.64M +38,274 New
ACA
91
Aspire Capital Advisors
Washington
$1.59M +$1.57M +36,491 New
AWS
92
Atria Wealth Solutions
New York
$1.56M +$1.54M +35,728 New
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.5M +$787K +18,311 +114%
Renaissance Technologies
94
Renaissance Technologies
New York
$1.47M -$12.9M -300,600 -90%
Stifel Financial
95
Stifel Financial
Missouri
$1.46M +$173K +4,017 +14%
BCM
96
Basso Capital Management
Connecticut
$1.42M +$678K +15,775 +94%
FA
97
Fiduciary Alliance
South Carolina
$1.36M +$77.2K +1,796 +6%
ZIM
98
Zacks Investment Management
Illinois
$1.34M +$610K +14,194 +86%
PGA
99
Portland Global Advisors
Maine
$1.33M
AG
100
Ascent Group
Virginia
$1.32M +$430K +10,008 +49%

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.