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WisdomTree India Earnings Fund ETF

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

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

93% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 40

67% more capital invested

Capital invested by funds: $616M → $1.03B (+$414M)

25% more funds holding

Funds holding: 172215 (+43)

11% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.14M

4.51% more ownership

Funds ownership: 47.63%52.14% (+4.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
215
Holders Change
+43
Holders Change %
+25%
% of All Funds
3.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Apollon Wealth Management
South Carolina
$219K +$203K +5,353 New
SIGI
152
Susquehanna International Group (Ireland)
Ireland
$217K +$201K +5,297 New
UB
153
UMB Bank
Missouri
$209K
PI
154
Pachira Investments
California
$208K +$192K +5,072 New
PFM
155
Peak Financial Management
Massachusetts
$207K +$192K +5,055 New
CWC
156
Carolinas Wealth Consulting
North Carolina
$205K
NFP
157
Narus Financial Partners
Utah
$203K +$188K +4,960 New
MHR
158
Matthew Hamilton Rosenberg
$190K -$9.89K -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 -$3.3K -87 -3%
HDIM
163
Hanson & Doremus Investment Management
Vermont
$109K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$107K -$417 -11 -0.4%
AWM
165
Atticus Wealth Management
Florida
$106K +$98.1K +2,589 New
PTC
166
Private Trust Company
Ohio
$99.1K +$52.5K +1,386 +135%
GRP
167
Global Retirement Partners
California
$98.7K +$89.3K +2,357 New
LC
168
Lindbrook Capital
California
$93.1K +$86K +2,270 New
CG
169
Cutler Group
California
$90K +$64.4K +1,699 +339%
LA
170
LM Advisors
California
$86.5K +$80K +2,110 New
TSWM
171
Tyler-Stone Wealth Management
Ohio
$81.3K +$18.9K +500 +34%
PA
172
Parallel Advisors
California
$78.6K +$15.2K +401 +26%
HT
173
Headlands Technologies
Illinois
$73.2K -$182K -4,794 -73%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$71.1K +$13.5K +355 +26%
FIA
175
FNY Investment Advisers
New York
$59K +$49.5K +1,305 +932%

EPI Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $1.03B — up 67% from $616M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.

  • 215 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.03B of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 67% quarter-over-quarter.
  • 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was Morgan Stanley, an estimated $97.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.