We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF

162 hedge funds and large institutions have $692M invested in WisdomTree India Earnings Fund ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 160162 (+2)

10.8% less ownership

Funds ownership: 54.47%43.68% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $831M → $692M (-$140M)

39% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 61

73% less call options, than puts

Call options by funds: $48.7M | Put options by funds: $178M

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
21
Increased
37
Reduced
61
Closed
18
Calls
$48.7M
Puts
$178M
Net Calls
-$129M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
151
Institute for Wealth Management
Colorado
$8K +$7.76K +320 New
VFA
152
Valeo Financial Advisors
Indiana
$8K +$7.79K +321 New
FWM
153
Focused Wealth Management
New York
$6K
HGWM
154
Harvest Group Wealth Management
Massachusetts
$6K
CFG
155
Citizens Financial Group
Rhode Island
$5K
KLWA
156
Kelly Lawrence W & Associates
California
$5K
AC
157
AlphaCore Capital
California
$5K +$4.85K +200 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$4K -$776 -32 -18%
RG
159
Retirement Group
California
$3K +$2.45K +101 New
GI
160
Gradient Investments
Minnesota
$2K
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$2K
HWM
162
HighMark Wealth Management
Minnesota
$1K +$1.48K +61 New
CC
163
Centiva Capital
New York
-$5.01M -210,000 Closed
HT
164
HAP Trading
New York
-$1.85M -76,231 Closed
Twin Tree Management
165
Twin Tree Management
Texas
-$1.68M -70,590 Closed
BCM
166
Bluefin Capital Management
New York
-$1.1M -46,000 Closed
UBV
167
United Bank (Virginia)
Virginia
-$1.09M -45,929 Closed
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$913K -38,007 Closed
OFG
169
OTA Financial Group
New York
-$524K -21,974 Closed
OAM
170
Oxford Asset Management
United Kingdom
-$248K -10,412 Closed
Marshall Wace
171
Marshall Wace
United Kingdom
-$225K -9,419 Closed
FAAS
172
First Allied Advisory Services
California
-$202K -8,425 Closed
BFEC
173
Benjamin F. Edwards & Company
Missouri
-$149K -6,241 Closed
Deutsche Bank
174
Deutsche Bank
Germany
-$123K -5,161 Closed
TRCT
175
Tower Research Capital (TRC)
New York
-$33K -1,400 Closed

EPI Hedge Fund Activity: Q4 2019 in Review

162 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2019, worth a combined $692M — down 17% from $831M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPI positions and 18 closed out — a net gain of 3 holders — while 37 added to existing stakes and 61 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $12.4M. The largest seller was Discovery Capital Management, cutting an estimated $52.6M.

  • 162 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2019, up from 160 in Q3 2019.
  • Funds reported $692M of WisdomTree India Earnings Fund ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 21 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2019 and 18 closed out, a net change of +3 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $12.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2019 was Discovery Capital Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q4 2019.