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WisdomTree India Earnings Fund ETF

327 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
126
PCG Wealth Advisors
Kansas
$1.46M +$110K +2,239 +8%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$1.45M +$239K +4,843 +20%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.37M +$601K +12,185 +81%
FA
129
Fiduciary Alliance
South Carolina
$1.34M +$33.9K +687 +3%
GS
130
GTS Securities
New York
$1.31M -$928K -18,810 -42%
IWM
131
IHT Wealth Management
Illinois
$1.28M +$504K +10,228 +68%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$1.26M +$63.5K +1,288 +5%
PGA
133
Portland Global Advisors
Maine
$1.26M -$188K -3,820 -13%
AA
134
AlphaMark Advisors
Kentucky
$1.26M -$3.7K -75 -0.3%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.25M +$400K +8,113 +49%
GRP
136
Global Retirement Partners
California
$1.24M -$28.6K -579 -2%
CAG
137
Csenge Advisory Group
Florida
$1.24M -$150K -3,051 -11%
MFG
138
Merit Financial Group
Georgia
$1.24M +$5.23K +106 +0.4%
CFP
139
Cascade Financial Partners
California
$1.23M +$92.8K +1,881 +8%
NGA
140
Naples Global Advisors
Florida
$1.22M
VCM
141
Viewpoint Capital Management
Washington
$1.22M
GIA
142
Gladstone Institutional Advisory
Florida
$1.18M -$277K -5,612 -19%
Comerica Bank
143
Comerica Bank
Texas
$1.18M -$145K -2,933 -11%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$807K +16,371 +266%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$1.12M
CIBC World Market
146
CIBC World Market
Ontario, Canada
$1.1M +$585K +11,862 +119%
PA
147
PFG Advisors
Arizona
$1.07M +$365K +7,404 +54%
SC
148
Savant Capital
Illinois
$1.06M -$27.8K -564 -3%
WC
149
Westwind Capital
New Mexico
$1.05M -$831K -16,848 -45%
OBWG
150
Onyx Bridge Wealth Group
New York
$1.05M -$57.5K -1,167 -5%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.