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WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Bulltick Wealth Management
Florida
$4.46M -$4.95M -100,405 -53%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$4.3M +$4.2M +85,149 +2,838,300%
Truist Financial
78
Truist Financial
North Carolina
$4.26M -$13.7K -277 -0.3%
HW
79
Hamilton Wealth
California
$4.18M +$3.85M +78,009 +1,605%
FIS
80
Fischer Investment Strategies
California
$4.07M -$109K -2,216 -3%
PAS
81
Park Avenue Securities
New York
$3.91M +$149K +3,031 +4%
CWG
82
Crown Wealth Group
North Carolina
$3.76M +$737K +14,940 +25%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$3.74M +$334K +6,779 +10%
SWIG
84
Strategic Wealth Investment Group
Kentucky
$3.66M -$94.3K -1,912 -3%
LFAS
85
Level Four Advisory Services
Texas
$3.5M +$264K +5,356 +8%
GWM
86
GSB Wealth Management
Connecticut
$3.49M -$184K -3,740 -5%
FS
87
Ferguson Shapiro
Georgia
$3.47M -$99.9K -2,026 -3%
AWP
88
Avid Wealth Partners
Texas
$3.31M +$138K +2,803 +4%
IG
89
ING Group
Netherlands
$3.3M
TPA
90
Trivium Point Advisory
Connecticut
$3.3M +$856K +17,359 +32%
Twin Tree Management
91
Twin Tree Management
Texas
$3.2M -$18.8M -380,806 -86%
TF
92
Theory Financial
Colorado
$3.19M -$206K -4,174 -6%
HighTower Advisors
93
HighTower Advisors
Illinois
$3.18M -$1.63M -33,107 -34%
YAVAPFMC
94
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.15M
MG
95
Meditor Group
Bermuda
$3.06M
Wealthfront Advisers
96
Wealthfront Advisers
California
$3.01M +$106K +2,146 +4%
Stifel Financial
97
Stifel Financial
Missouri
$3M +$220K +4,468 +8%
William Blair & Company
98
William Blair & Company
Illinois
$2.97M +$118K +2,395 +4%
PSCM
99
Per Stirling Capital Management
Texas
$2.78M +$2.19M +44,460 +418%
NA
100
NewEdge Advisors
Louisiana
$2.72M +$134K +2,708 +5%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.