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WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

302 hedge funds and large institutions have $1.95B invested in WisdomTree India Earnings Fund ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+24
Holders Change %
+8.63%
% of All Funds
4.39%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
59
Increased
120
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.89M
Net Calls
+$39.3M
Net Calls Change
+$36.7M

Top Buyers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$70.6M
2
CI
2
Clal Insurance
Israel
$57.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$45.7M
4
Bank of America
4
Bank of America
North Carolina
$102M
5
Morgan Stanley
5
Morgan Stanley
New York
$169M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.4M
2
AssetMark Inc
2
AssetMark Inc
California
$57.8M
3
OMC
3
Old Mission Capital
Illinois
$0
4
MD
4
Money Design
Japan
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$677K -$31.4K -650 -4%
JIR
152
James Investment Research
Ohio
$673K +$231K +4,781 +52%
PA
153
PFG Advisors
Arizona
$664K +$145K +3,013 +28%
SAM
154
Silvercrest Asset Management
New York
$661K – – –
MAG
155
Members Advisory Group
New York
$646K +$646K +13,375 New
HCA
156
Harbour Capital Advisors
Virginia
$645K – – –
IAS
157
Insigneo Advisory Services
Florida
$632K +$154K +3,252 +32%
GSEP
158
Golden State Equity Partners
California
$622K +$622K +12,891 New
SFG
159
Sowa Financial Group
Rhode Island
$616K +$616K +12,750 New
BFA
160
Beacon Financial Advisory
Ohio
$612K +$612K +12,676 New
HIA
161
Harbor Investment Advisory
Maryland
$584K +$15.5K +320 +3%
PG
162
Patten Group
Tennessee
$582K +$91.8K +1,901 +19%
PS
163
Principal Securities
Iowa
$576K +$3.67K +76 +0.6%
VFA
164
Valeo Financial Advisors
Indiana
$558K +$42.6K +883 +8%
Marshall Wace
165
Marshall Wace
United Kingdom
$553K -$1.94M -40,248 -78%
WC
166
Westwind Capital
New Mexico
$522K +$378K +27,285 +263%
PSCM
167
Per Stirling Capital Management
Texas
$514K +$38.3K +794 +8%
ITB
168
Idaho Trust Bank
Idaho
$498K +$498K +10,317 New
DCM
169
DGS Capital Management
New Jersey
$491K +$228K +4,730 +87%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$482K -$4.63K -96 -1%
LPAM
171
Lodestar Private Asset Management
California
$473K +$4.59K +95 +1%
PCS
172
Personal CFO Solutions
New Jersey
$473K -$11.6K -241 -2%
PFM
173
Peak Financial Management
Massachusetts
$460K +$33.8K +700 +8%
GIA
174
GHP Investment Advisors
Colorado
$445K – – –
SL
175
Stevard LLC
Illinois
$444K +$444K +9,194 New
5 6
7
8 9