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WisdomTree India Earnings Fund ETF

306 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
101
Narus Financial Partners
Utah
$1.63M +$246K +5,403 +19%
BCM
102
Basso Capital Management
Connecticut
$1.62M +$39.9K +875 +3%
SG Americas Securities
103
SG Americas Securities
New York
$1.58M -$425K -9,311 -22%
AWS
104
Atria Wealth Solutions
New York
$1.44M -$269K -5,909 -17%
GIA
105
Gladstone Institutional Advisory
Florida
$1.4M +$974K +21,372 +278%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.4M -$1.66M -36,347 -56%
PGA
107
Portland Global Advisors
Maine
$1.39M -$79.8K -1,750 -6%
CAG
108
Csenge Advisory Group
Florida
$1.36M -$1.19M -26,079 -48%
ZIM
109
Zacks Investment Management
Illinois
$1.36M -$116K -2,535 -8%
SWM
110
Spire Wealth Management
Virginia
$1.36M +$1.27M +27,936 +16,433%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$1.29M +$294K +6,450 +32%
PWA
112
PCG Wealth Advisors
Kansas
$1.29M +$1.22M +26,772 New
Comerica Bank
113
Comerica Bank
Texas
$1.27M +$146K +3,194 +14%
FA
114
Fiduciary Alliance
South Carolina
$1.27M -$236K -5,182 -17%
GRP
115
Global Retirement Partners
California
$1.22M +$988K +21,668 +615%
AA
116
AlphaMark Advisors
Kentucky
$1.21M +$25.1K +550 +2%
MFG
117
Merit Financial Group
Georgia
$1.18M -$2.65K -58 -0.2%
NGA
118
Naples Global Advisors
Florida
$1.17M +$9.12K +200 +0.8%
CFP
119
Cascade Financial Partners
California
$1.16M +$192K +4,200 +21%
VCM
120
Viewpoint Capital Management
Washington
$1.16M
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$1.15M +$1.09M +23,908 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$1.15M +$52.5K +1,151 +5%
Millennium Management
123
Millennium Management
New York
$1.1M -$9.1M -199,523 -90%
SIGI
124
Susquehanna International Group (Ireland)
Ireland
$1.09M +$1.03M +22,524 New
OBWG
125
Onyx Bridge Wealth Group
New York
$1.06M -$23.6K -518 -2%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.