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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

173 hedge funds and large institutions have $1.77B invested in WisdomTree India Earnings Fund ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+8
Holders Change %
+4.85%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
35
Increased
65
Reduced
50
Closed
25
Calls
$65.1M
Puts
$159M
Net Calls
-$93.6M
Net Calls Change
+$31.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$57.3M
2
PPFA
Provida Pension Fund Administrator
Chile
+$26.8M
3
DCM
Driehaus Capital Management
Illinois
+$23.2M
4
William Blair & Company
William Blair & Company
Illinois
+$19.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$40.8M
2
UBS Group
UBS Group
Switzerland
-$29.8M
3
WIM
Windhaven Investment Management
Massachusetts
-$18.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$17.7M
5
CCM
Causeway Capital Management
California
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BII
126
Bainco International Investors
Massachusetts
$351K – – –
JWM
127
Jacobus Wealth Management
Wisconsin
$339K +$94.8K +4,155 +39%
ACM
128
Advisors Capital Management
New Jersey
$313K +$313K +13,717 New
HF
129
HRT Financial
New York
$308K +$308K +13,523 New
CFA
130
CT Financial Advisors
Pennsylvania
$270K +$365 +16 +0.1%
VKH
131
Virtu KCG Holdings
New York
$253K -$471K -20,668 -65%
Creative Planning
132
Creative Planning
Kansas
$253K -$453K -19,820 -64%
TFA
133
Transamerica Financial Advisors
Florida
$253K +$253K +11,075 New
TRCT
134
Tower Research Capital (TRC)
New York
$242K +$242K +10,626 New
OFG
135
OTA Financial Group
New York
$239K -$1.01M -44,124 -81%
KAM
136
Keeley Asset Management
Illinois
$236K +$236K +10,331 New
N
137
Natixis
France
$228K -$182K -8,000 -44%
ICM
138
Ionic Capital Management
New York
$226K -$398K -17,500 -64%
TYCC
139
Texas Yale Capital Corp
Florida
$225K – – –
FBA
140
Front Barnett Associates
Illinois
$220K – – –
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$216K +$216K +9,453 New
LS
142
Lattice Strategies
Pennsylvania
$213K -$514K -22,590 -71%
RIL
143
Rothschild Investment LLC
Illinois
$210K -$20.7K -909 -9%
HighTower Advisors
144
HighTower Advisors
Illinois
$207K +$207K +9,097 New
OAM
145
Orinda Asset Management
California
$195K -$62.3K -2,735 -24%
WCM
146
Wunderlich Capital Managemnt
Tennessee
$190K +$190K +8,425 New
SF
147
Synovus Financial
Georgia
$151K +$133K +5,815 +736%
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
EWM
149
Edge Wealth Management
New York
$131K +$131K +5,750 New
AIG
150
American International Group
New York
$116K +$36.1K +1,583 +45%
4 5
6
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