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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

323 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
135
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$63.4M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$46.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$24.9M
5
MD
5
Money Design
Japan
$20.1M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$29.6M
2
Twin Tree Management
2
Twin Tree Management
Texas
$3.2M
3
OPAM
3
Ocean Park Asset Management
California
$23.7M
4
Citigroup
4
Citigroup
New York
$7.79M
5
Ameriprise
5
Ameriprise
Minnesota
$9.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
101
Cohen Klingenstein
New York
$2.7M – – –
ACA
102
Aspire Capital Advisors
Washington
$2.59M +$47.6K +943 +2%
ASN
103
Advisory Services Network
Georgia
$2.57M – – –
Barclays
104
Barclays
United Kingdom
$2.49M -$2.44M -48,333 -50%
CA
105
CoreCap Advisors
Michigan
$2.42M +$340K +6,732 +16%
PCG
106
Prosperity Consulting Group
Maryland
$2.39M +$2.39M +47,433 New
MAG
107
Members Advisory Group
New York
$2.39M +$1.72M +34,004 +254%
LAM
108
Lifestyle Asset Management
Texas
$2.27M -$27K -535 -1%
VWM
109
Venturi Wealth Management
Texas
$2.22M +$75.5K +1,497 +4%
BPA
110
Beacon Pointe Advisors
California
$2.19M +$448K +8,874 +26%
BCM
111
Beaumont Capital Management
Massachusetts
$2.17M +$8.38K +166 +0.4%
AAS
112
Avantax Advisory Services
Texas
$2.15M -$2.37M -46,992 -52%
CW
113
Channel Wealth
California
$2.13M +$2.13M +42,192 New
AWS
114
Atria Wealth Solutions
New York
$2.11M +$610K +12,081 +41%
BAM
115
Belpointe Asset Management
Nevada
$2.05M -$6.51K -129 -0.3%
NFP
116
Narus Financial Partners
Utah
$1.99M +$280K +5,551 +16%
SIGI
117
Susquehanna International Group (Ireland)
Ireland
$1.83M +$698K +13,829 +61%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$1.83M +$365K +7,226 +25%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.78M -$723K -14,329 -29%
BCM
120
Basso Capital Management
Connecticut
$1.74M +$50.5K +1,000 +3%
ZIM
121
Zacks Investment Management
Illinois
$1.69M +$275K +5,453 +19%
SWM
122
Spire Wealth Management
Virginia
$1.55M +$136K +2,698 +10%
PI
123
Pachira Investments
California
$1.5M +$466K +9,244 +45%
SFG
124
Sowa Financial Group
Rhode Island
$1.48M +$837K +16,577 +130%
PWA
125
PCG Wealth Advisors
Kansas
$1.46M +$113K +2,239 +8%
3 4
5
6 7