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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

215 hedge funds and large institutions have $1.03B invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
52
Increased
77
Reduced
40
Closed
8
Calls
$1.26M
Puts
$1.14M
Net Calls
+$126K
Net Calls Change
+$707K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$184M
2
AssetMark Inc
AssetMark Inc
California
$61.3M
3
MIH
Meitav Investment House
Israel
$56.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28.8M
5
MMA
Miracle Mile Advisors
California
$41.4M

Top Sellers

1
MD
Money Design
Japan
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
$783K
4
Amundi
Amundi
France
$2.98M
5
SG Americas Securities
SG Americas Securities
New York
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$219K +$219K +5,353 New
SIGI
152
Susquehanna International Group (Ireland)
Ireland
$217K +$217K +5,297 New
UB
153
UMB Bank
Missouri
$209K – – –
PI
154
Pachira Investments
California
$208K +$208K +5,072 New
PFM
155
Peak Financial Management
Massachusetts
$207K +$207K +5,055 New
CWC
156
Carolinas Wealth Consulting
North Carolina
$205K – – –
NFP
157
Narus Financial Partners
Utah
$203K +$203K +4,960 New
MHR
158
Matthew Hamilton Rosenberg
$190K -$10.7K -261 -5%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$169K – – –
BC
160
Bartlett & Co
Ohio
$169K – – –
HIIFS
161
Harel Insurance Investments & Financial Services
Israel
$165K – – –
RFA
162
Resurgent Financial Advisors
Georgia
$128K -$3.57K -87 -3%
HDIM
163
Hanson & Doremus Investment Management
Vermont
$109K – – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$107K -$451 -11 -0.4%
AWM
165
Atticus Wealth Management
Florida
$106K +$106K +2,589 New
PTC
166
Private Trust Company
Ohio
$99.1K +$56.8K +1,386 +135%
GRP
167
Global Retirement Partners
California
$98.7K +$98.7K +2,357 New
LC
168
Lindbrook Capital
California
$93.1K +$93.1K +2,270 New
CG
169
Cutler Group
California
$90K +$69.5K +1,699 +339%
LA
170
LM Advisors
California
$86.5K +$86.5K +2,110 New
TSWM
171
Tyler-Stone Wealth Management
Ohio
$81.3K +$20.5K +500 +34%
PA
172
Parallel Advisors
California
$78.6K +$16.4K +401 +26%
HT
173
Headlands Technologies
Illinois
$73.2K -$197K -4,794 -73%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$71.1K +$14.6K +355 +26%
FIA
175
FNY Investment Advisers
New York
$59K +$53.3K +1,305 +932%
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7
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