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WisdomTree India Earnings Fund ETF

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
126
Moody Lynn & Lieberson
Massachusetts
$373K -$568 -15 -0.2%
DDC
127
DF Dent & Co
Maryland
$369K
DT
128
Diversified Trust
Tennessee
$351K
SCP
129
Sender Company & Partners
New York
$351K +$324K +8,555 New
CFG
130
Cosner Financial Group
Colorado
$349K -$271K -7,140 -46%
KTA
131
Keeley-Teton Advisors
Illinois
$337K
JIR
132
James Investment Research
Ohio
$332K +$3.18K +84 +1%
PG
133
Patten Group
Tennessee
$328K +$303K +8,006 New
Creative Planning
134
Creative Planning
Kansas
$328K -$464K -12,252 -61%
Mariner
135
Mariner
Kansas
$325K +$21.5K +568 +8%
Northern Trust
136
Northern Trust
Illinois
$324K
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$323K +$299K +7,877 New
FCA
138
FinTrust Capital Advisors
South Carolina
$319K
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$319K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$304K -$2.06M -54,309 -88%
PFA
141
Pettinga Financial Advisors
Indiana
$287K +$56.8K +1,500 +27%
PCS
142
Personal CFO Solutions
New Jersey
$285K +$264K +6,961 New
IP
143
Ignite Planners
California
$282K +$261K +6,881 New
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$255K +$236K +6,215 New
TWC
145
TD Waterhouse Canada
Ontario, Canada
$241K +$7.96K +210 +4%
FAIM
146
Financial Advocates Investment Management
Washington
$241K +$223K +5,877 New
OIA
147
OneDigital Investment Advisors
Kansas
$234K -$4.28K -113 -2%
VFA
148
Valeo Financial Advisors
Indiana
$230K +$213K +5,616 New
LFG
149
Larson Financial Group
Missouri
$224K +$93.8K +2,474 +83%
BWP
150
Baldwin Wealth Partners
Massachusetts
$221K +$204K +5,388 New

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.