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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

173 hedge funds and large institutions have $1.77B invested in WisdomTree India Earnings Fund ETF in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+8
Holders Change %
+4.85%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
35
Increased
65
Reduced
50
Closed
25
Calls
$65.1M
Puts
$159M
Net Calls
-$93.6M
Net Calls Change
+$31.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$57.3M
2
PPFA
Provida Pension Fund Administrator
Chile
+$26.8M
3
DCM
Driehaus Capital Management
Illinois
+$23.2M
4
William Blair & Company
William Blair & Company
Illinois
+$19.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.9M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$40.8M
2
UBS Group
UBS Group
Switzerland
-$29.8M
3
WIM
Windhaven Investment Management
Massachusetts
-$18.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$17.7M
5
CCM
Causeway Capital Management
California
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$99K -$6.16K -269 -6%
CAL
152
Capital Analysts LLC
Pennsylvania
$90.1K +$31.8K +1,395 +55%
OIA
153
Optimum Investment Advisors
Illinois
$75K +$20.6K +900 +38%
FANJ
154
Financial Architects (New Jersey)
New Jersey
$51K +$45.7K +2,000 +866%
PCM
155
Parsons Capital Management
Rhode Island
$50K +$50K +2,200 New
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$48K +$48K +2,100 New
WA
157
WFG Advisors
Texas
$45K +$2.85K +125 +7%
BBHC
158
Brown Brothers Harriman & Co
New York
$41K – – –
MA
159
MUFG Americas
New York
$32K – – –
DADC
160
D.A. Davidson & Co
Montana
$29K -$78K -3,512 -73%
AIM
161
Advantage Investment Management
Iowa
$28K +$28K +1,209 New
EWM
162
Evercore Wealth Management
New York
$27K +$27K +1,200 New
ASN
163
Advisory Services Network
Georgia
$19K +$23 +1 +0.1%
NFG
164
Next Financial Group
Texas
$16K – – –
VIA
165
Vantage Investment Advisors
Pennsylvania
$14K +$7K +304 +100%
SA
166
SRH Advisors
Kansas
$13K – – –
Chevy Chase Trust
167
Chevy Chase Trust
Maryland
$13K – – –
VC
168
Vicus Capital
Pennsylvania
$9.23K +$822 +36,045 +10%
FAM
169
Formidable Asset Management
Ohio
$4K – – –
SCM
170
Segantii Capital Management
Hong Kong
$4K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$2K – – –
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$2K +$2K +100 New
W
173
Wealthfront
California
$1K +$1K +42 New
CIM
174
Cambria Investment Management
California
$625 +$189 +8,286 +43%
CCMG
175
Clark Capital Management Group
Pennsylvania
– -$17.7M -802,530 Closed
4 5 6
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