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WisdomTree India Earnings Fund ETF

177 hedge funds and large institutions have $1.27B invested in WisdomTree India Earnings Fund ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 159177 (+18)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$10.5M)

7.02% less ownership

Funds ownership: 79.84%72.83% (-7%)

59% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $217M

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
43
Increased
58
Reduced
45
Closed
23
Calls
$89.8M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$529K +$507K +19,000 New
Prudential Financial
102
Prudential Financial
New Jersey
$526K
Creative Planning
103
Creative Planning
Kansas
$525K +$46.4K +1,741 +10%
GCM
104
Gator Capital Management
Florida
$473K +$453K +17,000 New
FWM
105
Focused Wealth Management
New York
$466K -$287K -10,771 -39%
LNC
106
Lincoln National Corp
Pennsylvania
$451K +$432K +16,188 New
WCM
107
Wunderlich Capital Managemnt
Tennessee
$442K -$3.07K -115 -0.7%
LRIA
108
Leonard Rickey Investment Advisors
Washington
$430K +$412K +15,454 New
Cerity Partners
109
Cerity Partners
New York
$429K
VF
110
Virtu Financial
New York
$427K +$35.5K +1,333 +10%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$401K
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$399K -$84.5K -3,168 -18%
RVPG
113
Relative Value Partners Group
$394K
DDC
114
DF Dent & Co
Maryland
$362K +$13.3K +500 +4%
FAAS
115
First Allied Advisory Services
California
$350K +$53.8K +2,018 +19%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$341K +$3.31K +124 +1%
FIM
117
Freedom Investment Management
Connecticut
$333K -$8.48K -318 -3%
CAG
118
Crestwood Advisors Group
Massachusetts
$326K +$312K +11,700 New
GTAM
119
Global Trust Asset Management
Florida
$301K +$288K +10,800 New
OC
120
Oppenheimer & Co
New York
$296K -$137K -5,155 -33%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$281K -$800K -30,000 -75%
FEG
122
Financial Enhancement Group
Indiana
$272K +$261K +9,784 New
KTA
123
Keeley-Teton Advisors
Illinois
$271K
PGA
124
Portland Global Advisors
Maine
$260K
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$255K +$22.7K +851 +10%

EPI Hedge Fund Activity: Q4 2017 in Review

177 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2017, worth a combined $1.27B — up 0.83% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 23 closed out — a net gain of 20 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $90.4M sold.

  • 177 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.27B of WisdomTree India Earnings Fund ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2017 and 23 closed out, a net change of +20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2017 was Discovery Capital Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q4 2017.