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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$114K -$7.01K -300 -6%
FCA
127
FinTrust Capital Advisors
South Carolina
$109K +$103K +4,406 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$95K -$19.5K -836 -18%
EWM
129
Edge Wealth Management
New York
$94K
TRCT
130
Tower Research Capital (TRC)
New York
$77K +$72.6K +3,108 New
BRC
131
Bell Rock Capital
Delaware
$74K +$70.1K +3,000 New
OIA
132
OneDigital Investment Advisors
Kansas
$45K +$42.5K +1,820 New
OIA
133
Optimum Investment Advisors
Illinois
$42K
SWM
134
SeaCrest Wealth Management
New York
$41K
MC
135
Martin Currie
United Kingdom
$39K +$28.3K +1,210 +381%
IIM
136
Ipswich Investment Management
Massachusetts
$37K +$35.3K +1,510 New
MA
137
MUFG Americas
New York
$35K
OAM
138
Oppenheimer Asset Management
New York
$34K +$32.4K +1,385 New
APA
139
American Portfolios Advisors
New York
$33.2K
AA
140
AlphaMark Advisors
Kentucky
$29K -$584 -25 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$22K -$3.71K -159 -15%
AIA
142
Armor Investment Advisors
North Carolina
$20K
LWM
143
Lenox Wealth Management
Ohio
$20K
CCM
144
Cribstone Capital Management
Maine
$18K
LFG
145
LifePlan Financial Group
Ohio
$18K
LWM
146
Liberty Wealth Management
California
$17K +$16K +686 New
WAM
147
Watermark Asset Management
California
$16K +$14.9K +639 New
CA
148
Claro Advisors
Massachusetts
$16K +$15.2K +650 New
KLWA
149
Kelly Lawrence W & Associates
California
$14K
SA
150
SRH Advisors
Kansas
$14K

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.