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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

181 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
4.15%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$48.9M
2
CS
Credit Suisse
Switzerland
+$13.6M
3
Morgan Stanley
Morgan Stanley
New York
+$13.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.9M
5
SG Americas Securities
SG Americas Securities
New York
+$10.9M

Top Sellers

1
CCM
Causeway Capital Management
California
-$29.2M
2
USAA
United Services Automobile Association
Texas
-$27.6M
3
Goldman Sachs
Goldman Sachs
New York
-$20.3M
4
Wells Fargo
Wells Fargo
California
-$13.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
AlphaMark Advisors
Kentucky
$35K – – –
SWM
152
SeaCrest Wealth Management
New York
$33K – – –
SWP
153
Stratos Wealth Partners
Ohio
$33K +$31.9K +1,214 +2,890%
AIA
154
Armor Investment Advisors
North Carolina
$21K – – –
LFG
155
LifePlan Financial Group
Ohio
$20K +$20K +744 New
CCM
156
Cribstone Capital Management
Maine
$19K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$17K +$802 +30 +5%
SA
158
SRH Advisors
Kansas
$15K – – –
KLWA
159
Kelly Lawrence W & Associates
California
$15K – – –
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$14K – – –
PA
161
Parallel Advisors
California
$14K +$349 +13 +3%
PWAG
162
Polaris Wealth Advisory Group
California
$14K +$14K +541 New
IWM
163
IHT Wealth Management
Illinois
$11K – – –
FGC
164
Financial Gravity Companies
Texas
$11K +$1.55K +59 +16%
FGAM
165
Financial Gravity Asset Management
Texas
$11K +$11K +420 New
SFG
166
SevenBridge Financial Group
Pennsylvania
$8K -$10.5K -400 -57%
UBS AM
167
UBS AM
Illinois
$7.08K +$7.08K +270 New
SFM
168
Signet Financial Management
New Jersey
$6K +$6K +232 New
RFM
169
Royal Fund Management
Florida
$5K – – –
CAC
170
Certified Advisory Corp
Florida
$5K +$23 +1 +0.5%
LA
171
Legacy Advisors
Pennsylvania
$5K +$5K +200 New
WWM
172
Wagner Wealth Management
South Carolina
$4K -$6K -225 -60%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$4K +$4K +139 New
VIA
174
Vantage Investment Advisors
Pennsylvania
$3K – – –
OGC
175
Oak Grove Capital
New Hampshire
$3K +$3K +101 New
5 6
7
8 9