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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
101
Harbour Capital Advisors
Virginia
$510K -$32.3K -1,175 -6%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$507K +$138K +5,013 +35%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$506K -$6.46K -235 -1%
Creative Planning
104
Creative Planning
Kansas
$497K +$2.06K +75 +0.4%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$461K -$50K -1,819 -9%
ASN
106
Advisory Services Network
Georgia
$457K +$441K +16,021 +1,151%
Deutsche Bank
107
Deutsche Bank
Germany
$450K +$473K +17,184 New
GCM
108
Gator Capital Management
Florida
$446K
FWM
109
Focused Wealth Management
New York
$440K +$963 +35 +0.2%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$431K +$55.5K +2,016 +14%
WCM
111
Wunderlich Capital Managemnt
Tennessee
$416K
Prudential Financial
112
Prudential Financial
New Jersey
$406K -$96.3K -3,500 -18%
Cerity Partners
113
Cerity Partners
New York
$404K
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$383K +$65.6K +2,384 +19%
RVPG
115
Relative Value Partners Group
$381K +$11K +400 +3%
LRIA
116
Leonard Rickey Investment Advisors
Washington
$380K -$26.5K -962 -6%
DDC
117
DF Dent & Co
Maryland
$341K
BHB
118
Bank Hapoalim BM
Israel
$327K +$343K +12,470 New
FAAS
119
First Allied Advisory Services
California
$314K -$13.7K -498 -4%
SMFS
120
Squar Milner Financial Services
California
$299K +$107K +3,892 +52%
BII
121
Bainco International Investors
Massachusetts
$294K +$308K +11,200 New
Walleye Trading
122
Walleye Trading
New York
$292K +$306K +11,127 New
OFG
123
OTA Financial Group
New York
$285K +$299K +10,872 New
SFSIG
124
San Francisco Sentry Investment Group
California
$277K +$290K +10,558 New
HT
125
HighTower Trust
Texas
$267K +$280K +10,169 New

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.