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WisdomTree India Earnings Fund ETF

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more funds holding

Funds holding: 215280 (+65)

7.28% more ownership

Funds ownership: 52.14%59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
126
Sharper & Granite
California
$834K -$37K -862 -4%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$811K -$151K -3,522 -16%
CB
128
Commerce Bank
Missouri
$797K +$228K +5,300 +41%
PI
129
Pachira Investments
California
$793K +$564K +13,131 +259%
CF
130
Centaurus Financial
California
$790K -$1.28M -29,752 -62%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$768K -$187K -4,341 -20%
Creative Planning
132
Creative Planning
Kansas
$762K +$408K +9,498 +119%
PE
133
Point72 Europe
United Kingdom
$749K +$739K +17,200 New
Mariner
134
Mariner
Kansas
$731K +$381K +8,858 +112%
BCM
135
Barometer Capital Management
Ontario, Canada
$704K -$4.3K -100 -0.6%
Brown Advisory
136
Brown Advisory
Maryland
$666K
MC
137
Moors & Cabot
Massachusetts
$639K +$48.3K +1,125 +8%
EIA
138
Eldridge Investment Advisors
New Hampshire
$610K -$204K -4,750 -25%
BA
139
Bridge Advisory
California
$606K +$597K +13,907 New
LMKC
140
L.M. Kohn & Company
Ohio
$603K +$129K +3,000 +28%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$601K +$118K +2,736 +25%
SPIS
142
Steward Partners Investment Solutions
Oregon
$600K +$591K +13,766 New
SAM
143
Silvercrest Asset Management
New York
$597K
RVPG
144
Relative Value Partners Group
$591K
CWG
145
Crown Wealth Group
North Carolina
$583K +$575K +13,383 New
HCA
146
Harbour Capital Advisors
Virginia
$582K
PS
147
Principal Securities
Iowa
$516K +$475K +11,062 +1,411%
HIA
148
Harbor Investment Advisory
Maryland
$513K +$43K +1,000 +9%
SCP
149
Sender Company & Partners
New York
$488K +$114K +2,655 +31%
BAM
150
Belpointe Asset Management
Nevada
$485K +$52K +1,210 +12%

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.