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WisdomTree India Earnings Fund ETF

306 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$1.06M -$4.66M -102,100 -82%
SC
127
Savant Capital
Illinois
$1.05M -$228 -5 -0%
FIA
128
Foundations Investment Advisors
Arizona
$1M -$155K -3,392 -14%
Creative Planning
129
Creative Planning
Kansas
$994K +$141K +3,100 +18%
OIA
130
OneDigital Investment Advisors
Kansas
$989K -$14.5K -319 -2%
PI
131
Pachira Investments
California
$985K +$101K +2,207 +12%
SG
132
Sharper & Granite
California
$979K +$69.9K +1,532 +8%
KPWS
133
Kestra Private Wealth Services
Texas
$977K -$11.6K -254 -1%
LWA
134
Lowe Wealth Advisors
Maryland
$933K -$91 -2 -0%
VAM
135
Verity Asset Management
North Carolina
$925K -$1.64K -36 -0.2%
HF
136
HRT Financial
New York
$921K +$871K +19,092 New
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$919K +$4.92K +108 +0.6%
Mariner
138
Mariner
Kansas
$905K +$89K +1,953 +12%
CF
139
Centaurus Financial
California
$896K +$18.6K +409 +2%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$844K -$11.5K -252 -1%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$842K +$166K +3,648 +26%
AG
142
Ascent Group
Virginia
$832K -$600K -13,165 -43%
IWC
143
Integrated Wealth Concepts
Massachusetts
$801K +$757K +16,597 New
LMKC
144
L.M. Kohn & Company
Ohio
$789K +$114K +2,500 +18%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$780K +$470K +10,300 +179%
Brown Advisory
146
Brown Advisory
Maryland
$738K
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$732K -$262K -5,754 -28%
IWM
148
IHT Wealth Management
Illinois
$730K +$243K +5,340 +55%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$722K -$1.83M -40,227 -73%
BA
150
Bridge Advisory
California
$706K +$32.2K +706 +5%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.