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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Palo Capital
California
$357K -$77.4K -3,315 -19%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$351K +$24.2K +1,037 +8%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$333K +$83K +3,552 +36%
LRIA
104
Leonard Rickey Investment Advisors
Washington
$327K -$26.2K -1,123 -8%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$327K +$11.1K +477 +4%
RVPG
106
Relative Value Partners Group
$319K -$39.7K -1,700 -12%
MC
107
Moors & Cabot
Massachusetts
$303K
Simplex Trading
108
Simplex Trading
Illinois
$294K -$258K -11,032 -48%
SS
109
Sunbelt Securities
Texas
$293K +$2.36K +101 +0.9%
NFG
110
Nadler Financial Group
Illinois
$262K
FEG
111
Financial Enhancement Group
Indiana
$261K
FAAS
112
First Allied Advisory Services
California
$253K -$111K -4,759 -32%
BHB
113
Bank Hapoalim BM
Israel
$253K -$14.4K -615 -6%
ACM
114
Azimuth Capital Management
Michigan
$250K -$315K -13,470 -57%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$250K -$491 -21 -0.2%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$245K -$34.6K -1,480 -13%
KTA
117
Keeley-Teton Advisors
Illinois
$236K
TD Asset Management
118
TD Asset Management
Ontario, Canada
$233K +$309K +13,225 New
DDC
119
DF Dent & Co
Maryland
$223K -$140K -6,000 -40%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$222K -$12.9K -551 -6%
MML Investors Services
121
MML Investors Services
Massachusetts
$207K -$97K -4,154 -33%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$202K +$190K +8,150 New
CAL
123
Capital Analysts LLC
Pennsylvania
$194K +$10.5K +450 +6%
FIB
124
First Interstate Bank
Montana
$141K
FWM
125
Focused Wealth Management
New York
$136K -$9.41K -403 -7%

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.