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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

135 hedge funds and large institutions have $387M invested in WisdomTree India Earnings Fund ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
135
Holders Change
+8
Holders Change %
+6.3%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
29
Closed
15
Calls
$4.1M
Puts
$1.02M
Net Calls
+$3.08M
Net Calls Change
+$2.12M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$31.6M
2
DCM
2
Discovery Capital Management
Connecticut
$7.95M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.1M
5
MMA
5
Miracle Mile Advisors
California
$5.02M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.36M
3
MIH
3
Meitav Investment House
Israel
$13.1M
4
Citigroup
4
Citigroup
New York
$1.92M
5
MD
5
Money Design
Japan
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$134K – – –
HDIM
102
Hanson & Doremus Investment Management
Vermont
$87K – – –
CG
103
Cutler Group
California
$61K +$644 +20 +1%
ACA
104
Aptus Capital Advisors
Alabama
$45.7K -$2.22K -68 -5%
BAM
105
Belpointe Asset Management
Nevada
$45.1K +$45.1K +1,384 New
JIR
106
James Investment Research
Ohio
$43K +$43K +1,325 New
US Bancorp
107
US Bancorp
Minnesota
$35.7K +$35.7K +1,095 New
FCA
108
Fortis Capital Advisors
Kansas
$34.1K +$34.1K +1,045 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$33.2K +$6.36K +195 +24%
GWM
110
Geneos Wealth Management
Colorado
$32.4K – – –
TIM
111
Tortoise Investment Management
New York
$30.6K – – –
ASN
112
Advisory Services Network
Georgia
$26.3K +$26.3K +807 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
Bessemer Group
114
Bessemer Group
New Jersey
$22K +$1.27K +38 +6%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$18.1K – – –
SA
116
SRH Advisors
Kansas
$18K – – –
FHA
117
First Horizon Advisors
Tennessee
$15.8K – – –
AA
118
AlphaMark Advisors
Kentucky
$15K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$12.1K – – –
FIM
120
FWL Investment Management
Texas
$11.7K +$11.7K +359 New
HCP
121
Hexagon Capital Partners
Arkansas
$9.03K -$2.8K -86 -24%
FWM
122
Focused Wealth Management
New York
$8.63K – – –
KLWA
123
Kelly Lawrence W & Associates
California
$7.17K – – –
HT
124
Headlands Technologies
Illinois
$7K +$7K +209 New
SWM
125
Spire Wealth Management
Virginia
$6K – – –
2 3 4
5
6