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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $1.01B invested in WisdomTree India Earnings Fund ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.9M)

2.29% less ownership

Funds ownership: 65.84%63.55% (-2.3%)

6% less funds holding

Funds holding: 170160 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $92.2M | Put options by funds: $136M

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

Holders
160
Holders Change
-10
Holders Change %
-5.88%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
39
Reduced
63
Closed
33
Calls
$92.2M
Puts
$136M
Net Calls
-$43.7M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$14K +$13.5K +580 New
FGC
152
Financial Gravity Companies
Texas
$12K +$11.9K +509 New
PA
153
Parallel Advisors
California
$11K -$958 -41 -8%
SFG
154
SevenBridge Financial Group
Pennsylvania
$8K
UBS AM
155
UBS AM
Illinois
$7.91K -$2.52K -108 -25%
CFA
156
Clarfeld Financial Advisors
New York
$5K +$4.25K +182 New
VFA
157
Valeo Financial Advisors
Indiana
$3K
GI
158
Gradient Investments
Minnesota
$2K
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$2K
CIAS
160
Capital Investment Advisory Services
North Carolina
$2K +$2.1K +90 New
HB
161
Homrich & Berg
Georgia
-$3.8M -157,740 Closed
MIH
162
Meitav Investment House
Israel
-$3.51M -145,855 Closed
Millennium Management
163
Millennium Management
New York
-$2.76M -114,368 Closed
LP
164
LMR Partners
United Kingdom
-$2.62M -108,638 Closed
CA
165
Cumberland Advisors
Florida
-$1.78M -74,040 Closed
CAG
166
Csenge Advisory Group
Florida
-$1.44M -60,890 Closed
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
-$796K -33,022 Closed
AW
168
ACG Wealth
Georgia
-$786K -32,601 Closed
HF
169
HRT Financial
New York
-$454K -18,852 Closed
SI
170
Sensato Investors
California
-$277K -11,500 Closed
BII
171
Bainco International Investors
Massachusetts
-$270K -11,200 Closed
TSS
172
Two Sigma Securities
New York
-$244K -10,119 Closed
MLM
173
Mount Lucas Management
Pennsylvania
-$234K -9,717 Closed
DWM
174
Dakota Wealth Management
Florida
-$224K -9,289 Closed
PP
175
Prudential plc
United Kingdom
-$216K -8,965 Closed

EPI Hedge Fund Activity: Q4 2018 in Review

160 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2018, worth a combined $1.01B — down 0.87% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EPI and 25 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 39 added.

The largest buyer was Royal Bank of Canada, adding an estimated $17.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $31.3M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2018, down from 170 in Q3 2018.
  • Funds reported $1.01B of WisdomTree India Earnings Fund ETF stock for Q4 2018, down 0.87% quarter-over-quarter.
  • 25 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2018 and 33 closed out, a net change of -8 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $17.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2018 was Migdal Insurance & Financial Holdings, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2018.