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WisdomTree India Earnings Fund ETF

177 hedge funds and large institutions have $1.27B invested in WisdomTree India Earnings Fund ETF in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more funds holding

Funds holding: 159177 (+18)

1% more capital invested

Capital invested by funds: $1.26B → $1.27B (+$10.5M)

7.02% less ownership

Funds ownership: 79.84%72.83% (-7%)

59% less call options, than puts

Call options by funds: $89.8M | Put options by funds: $217M

Holders
177
Holders Change
+18
Holders Change %
+11.32%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
43
Increased
58
Reduced
45
Closed
23
Calls
$89.8M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$64.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$38K
AA
152
AlphaMark Advisors
Kentucky
$38K +$36K +1,350 New
GWM
153
Geneos Wealth Management
Colorado
$36K +$35K +1,313 New
SWM
154
SeaCrest Wealth Management
New York
$35K +$33.6K +1,260 New
SIM
155
Sonora Investment Management
Arizona
$27.8K -$10.7K -400 -29%
AIA
156
Armor Investment Advisors
North Carolina
$22K
SFG
157
SevenBridge Financial Group
Pennsylvania
$20K -$42.7K -1,600 -69%
CCM
158
Cribstone Capital Management
Maine
$20K
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$17K
SA
160
SRH Advisors
Kansas
$16K
KLWA
161
Kelly Lawrence W & Associates
California
$16K +$15.2K +570 New
Chevy Chase Trust
162
Chevy Chase Trust
Maryland
$15K
PA
163
Parallel Advisors
California
$14K -$3.09K -116 -19%
RWML
164
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.9K
IWM
165
IHT Wealth Management
Illinois
$13K +$4K +150 +52%
WWMSC
166
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$10K +375 New
FGC
167
Financial Gravity Companies
Texas
$10K +$9.63K +361 New
RIA
168
RPG Investment Advisory
California
$10K +$10K +375 New
WA
169
Winfield Associates
Ohio
$9K
AIS
170
Accurate Investment Solutions
Pennsylvania
$6K +$5.33K +200 New
CAC
171
Certified Advisory Corp
Florida
$6K +$5.76K +216 New
RFM
172
Royal Fund Management
Florida
$5K
TRCT
173
Tower Research Capital (TRC)
New York
$5K +$5.01K +188 New
VIA
174
Vantage Investment Advisors
Pennsylvania
$3K
GI
175
Gradient Investments
Minnesota
$3K +$2.53K +95 New

EPI Hedge Fund Activity: Q4 2017 in Review

177 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2017, worth a combined $1.27B — up 0.83% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 23 closed out — a net gain of 20 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $32.4M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $90.4M sold.

  • 177 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2017, up from 159 in Q3 2017.
  • Funds reported $1.27B of WisdomTree India Earnings Fund ETF stock for Q4 2017, up 0.83% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2017 and 23 closed out, a net change of +20 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2017 was Bank of New York Mellon, an estimated $32.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2017 was Discovery Capital Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q4 2017.