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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$265K -$28 -1 -0%
FEG
127
Financial Enhancement Group
Indiana
$263K +$6.3K +229 +2%
KTA
128
Keeley-Teton Advisors
Illinois
$250K -$5.53K -201 -2%
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$248K +$88.9K +3,232 +52%
PGA
130
Portland Global Advisors
Maine
$241K -$4.13K -150 -2%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$236K +$96.2K +3,496 +64%
SS
132
Sunbelt Securities
Texas
$231K +$6.88K +250 +3%
LNC
133
Lincoln National Corp
Pennsylvania
$218K -$216K -7,870 -49%
NL
134
NVWM LLC
Pennsylvania
$202K -$2.37K -86 -1%
CAL
135
Capital Analysts LLC
Pennsylvania
$182K +$2.61K +95 +1%
IA
136
IFP Advisors
Florida
$165K
FIB
137
First Interstate Bank
Montana
$149K
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$147K +$18.2K +661 +13%
AIP
139
Almanack Investment Partners
Pennsylvania
$109K +$115K +4,165 New
CPA
140
Clear Perspective Advisors
Illinois
$105K
EWM
141
Edge Wealth Management
New York
$100K
Simplex Trading
142
Simplex Trading
Illinois
$68K -$1.6M -58,323 -96%
CCA
143
Clearwater Capital Advisors
Illinois
$66K +$69.6K +2,531 New
MA
144
MUFG Americas
New York
$63K
APA
145
American Portfolios Advisors
New York
$62.1K
TRCT
146
Tower Research Capital (TRC)
New York
$57K +$54.6K +1,985 +1,056%
OIA
147
OneDigital Investment Advisors
Kansas
$48K
OIA
148
Optimum Investment Advisors
Illinois
$45K +$46.8K +1,700 New
LWM
149
Lenox Wealth Management
Ohio
$42K
CFA
150
Carroll Financial Associates
North Carolina
$36K

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.