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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

113 hedge funds and large institutions have $483M invested in WisdomTree India Earnings Fund ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-13
Holders Change %
-10.32%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
20
Reduced
58
Closed
23
Calls
$4.08M
Puts
$97.1M
Net Calls
-$93M
Net Calls Change
+$28.1M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$14.8M
2
DCM
Driehaus Capital Management
Illinois
+$11.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.75M
4
Citigroup
Citigroup
New York
+$3.21M
5
SWIG
Strategic Wealth Investment Group
Kentucky
+$1.87M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$25.4M
2
CI
Clal Insurance
Israel
-$21.1M
3
Barclays
Barclays
United Kingdom
-$13.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$13.6M
5
Morgan Stanley
Morgan Stanley
New York
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$9K +$9K +451 New
PIMG
102
Patriot Investment Management Group
Tennessee
$8.43K +$8.43K +421 New
CFGS
103
Concourse Financial Group Securities
Alabama
$8K – – –
SPIA
104
Steward Partners Investment Advisory
New York
$7K – – –
VFA
105
Valeo Financial Advisors
Indiana
$6K +$37 +2 +0.6%
FWM
106
Focused Wealth Management
New York
$5K – – –
KLWA
107
Kelly Lawrence W & Associates
California
$4K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$2K -$1.98K -98 -50%
GI
109
Gradient Investments
Minnesota
$2K – – –
RG
110
Retirement Group
California
$2K +$2K +101 New
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
HWM
112
HighMark Wealth Management
Minnesota
$1K +$16 +1 +2%
CI
113
Clal Insurance
Israel
– -$21.1M -1,301,430 Closed
Twin Tree Management
114
Twin Tree Management
Texas
– -$10.3M -632,965 Closed
Cerity Partners
115
Cerity Partners
New York
– -$677K -41,767 Closed
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$512K -31,632 Closed
SSWM
117
Sheets Smith Wealth Management
North Carolina
– -$324K -20,000 Closed
Nuveen Asset Management
118
Nuveen Asset Management
Illinois
– -$260K -16,037 Closed
WCM
119
Wunderlich Capital Managemnt
Tennessee
– -$246K -15,181 Closed
JPLA
120
Joseph P. Lucia & Associates
New York
– -$227K -14,000 Closed
ZIM
121
Zacks Investment Management
Illinois
– -$220K -13,607 Closed
FIM
122
Freedom Investment Management
Connecticut
– -$286K -11,586 Closed
STA
123
Summit Trail Advisors
New York
– -$177K -10,900 Closed
CSA
124
Cottage Street Advisors
Massachusetts
– -$175K -10,864 Closed
ACA
125
Atlas Capital Advisors
Wyoming
– -$97.2K -6,000 Closed
2 3 4
5
6