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WisdomTree India Earnings Fund ETF

162 hedge funds and large institutions have $692M invested in WisdomTree India Earnings Fund ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

10.8% less ownership

Funds ownership: 54.47%43.68% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $831M → $692M (-$140M)

39% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 61

73% less call options, than puts

Call options by funds: $48.7M | Put options by funds: $178M

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
21
Increased
37
Reduced
61
Closed
18
Calls
$48.7M
Puts
$178M
Net Calls
-$129M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
126
First Interstate Bank
Montana
$142K
BWA
127
BDO Wealth Advisors
Florida
$124K
FCA
128
FinTrust Capital Advisors
South Carolina
$110K
EWM
129
Edge Wealth Management
New York
$90K -$4.85K -200 -5%
APA
130
American Portfolios Advisors
New York
$88.1K
JAWM
131
J. Arnold Wealth Management
Ohio
$87K +$84.6K +3,486 New
VCP
132
Verus Capital Partners
Arizona
$44K +$43.3K +1,784 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$41K -$53.4K -2,201 -58%
SFS
134
Sowell Financial Services
Arkansas
$41K -$24.2K -998 -38%
MA
135
MUFG Americas
New York
$35K
PO
136
Private Ocean
California
$31K +$49 +2 +0.2%
AA
137
AlphaMark Advisors
Kentucky
$27K -$606 -25 -2%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$26K
ASN
139
Advisory Services Network
Georgia
$26K +$22.5K +927 +875%
FGAM
140
Financial Gravity Asset Management
Texas
$25K
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$22K
AIA
142
Armor Investment Advisors
North Carolina
$20K
LWM
143
Liberty Wealth Management
California
$17K
SA
144
SRH Advisors
Kansas
$14K
MWP
145
MYCIO Wealth Partners
Pennsylvania
$13K
AA
146
Advisory Alpha
Michigan
$12.8K +$12.1K +500 New
PA
147
Parallel Advisors
California
$12K
OIA
148
Optimum Investment Advisors
Illinois
$11K
CFGS
149
Concourse Financial Group Securities
Alabama
$10K +$9.7K +400 New
SPIA
150
Steward Partners Investment Advisory
New York
$9K

EPI Hedge Fund Activity: Q4 2019 in Review

162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2019, worth a combined $692M — down 17% from $831M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPI positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 61 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $12.4M. The largest seller was Discovery Capital Management, cutting an estimated $52.6M.

  • 162 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2019, up from 160 in Q3 2019.
  • Funds reported $692M of WisdomTree India Earnings Fund ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 21 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2019 and 18 closed out, a net change of +3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $12.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2019 was Discovery Capital Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2019.