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WisdomTree India Earnings Fund ETF

177 hedge funds and large institutions have $1.27B invested in WisdomTree India Earnings Fund ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 159177 (+18)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$10.5M)

7.02% less ownership

Funds ownership: 79.84%72.83% (-7%)

59% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $217M

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
43
Increased
58
Reduced
45
Closed
23
Calls
$89.8M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$245K +$235K +8,804 New
SS
127
Sunbelt Securities
Texas
$238K
SMFS
128
Squar Milner Financial Services
California
$219K +$200K +7,497 New
NL
129
NVWM LLC
Pennsylvania
$218K +$209K +7,826 New
TAM
130
Tocqueville Asset Management
New York
$200K +$192K +7,200 New
CAL
131
Capital Analysts LLC
Pennsylvania
$191K -$24K -900 -12%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$173K -$2.4K -90 -1%
IA
133
IFP Advisors
Florida
$165K -$9.31K -349 -6%
FIB
134
First Interstate Bank
Montana
$159K
BFEC
135
Benjamin F. Edwards & Company
Missouri
$153K +$4.85K +182 +3%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$137K +$85.1K +3,192 +184%
ED
137
Exane Derivatives
France
$135K -$8.03M -301,057 -98%
EWM
138
Evercore Wealth Management
New York
$125K
Macquarie Group
139
Macquarie Group
Australia
$125K +$120K +4,500 New
CPA
140
Clear Perspective Advisors
Illinois
$111K
EWM
141
Edge Wealth Management
New York
$105K
WB
142
Webster Bank
Connecticut
$84K
TFA
143
Transamerica Financial Advisors
Florida
$76K +$72.2K +2,706 New
MA
144
MUFG Americas
New York
$67K
APA
145
American Portfolios Advisors
New York
$66K +$63.2K +2,370 New
CA
146
Calton & Associates
Florida
$60K +$54.6K +2,047 New
AC
147
Avestar Capital
New York
$57K +$54.7K +2,051 New
OIA
148
OneDigital Investment Advisors
Kansas
$51K +$48.5K +1,820 New
LWM
149
Lenox Wealth Management
Ohio
$45K
ASN
150
Advisory Services Network
Georgia
$39K +$37.1K +1,392 New

EPI Hedge Fund Activity: Q4 2017 in Review

177 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2017, worth a combined $1.27B — up 0.83% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 23 closed out — a net gain of 20 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $90.4M sold.

  • 177 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.27B of WisdomTree India Earnings Fund ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2017 and 23 closed out, a net change of +20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2017 was Discovery Capital Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q4 2017.