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WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
101
Zacks Investment Management
Illinois
$675K -$669K -17,656 -52%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$659K +$246K +6,496 +68%
BCM
103
Barometer Capital Management
Ontario, Canada
$644K -$212K -5,600 -26%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$641K +$297K +7,838 +101%
Brown Advisory
105
Brown Advisory
Maryland
$627K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$614K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$595K +$265 +7 +0%
RVPG
108
Relative Value Partners Group
$567K
SAM
109
Silvercrest Asset Management
New York
$562K
MC
110
Moors & Cabot
Massachusetts
$555K +$9.47K +250 +2%
HCA
111
Harbour Capital Advisors
Virginia
$543K
CB
112
Commerce Bank
Missouri
$533K +$75.8K +2,000 +18%
ITB
113
Idaho Trust Bank
Idaho
$488K +$17K +449 +4%
IWM
114
IHT Wealth Management
Illinois
$471K +$84.8K +2,239 +24%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$466K +$431K +11,370 New
BCM
116
Beaumont Capital Management
Massachusetts
$466K +$431K +11,361 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$453K +$93.2K +2,458 +29%
AF
118
Allworth Financial
California
$450K +$411K +10,833 +7,738%
LMKC
119
L.M. Kohn & Company
Ohio
$444K -$22.1K -583 -5%
HIA
120
Harbor Investment Advisory
Maryland
$442K +$409K +10,785 New
WC
121
Westwind Capital
New Mexico
$418K +$386K +10,190 New
BAM
122
Belpointe Asset Management
Nevada
$407K +$376K +9,915 New
CAN
123
Cetera Advisor Networks
California
$399K +$369K +9,737 New
Simplex Trading
124
Simplex Trading
Illinois
$399K +$309K +8,161 +513%
GIA
125
GHP Investment Advisors
Colorado
$377K

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.