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WisdomTree India Earnings Fund ETF

306 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 61 funds opening new positions, 122 increasing their positions, 66 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $5.88M

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

85% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 66

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.72B → $1.95B (+$234M)

9% more funds holding

Funds holding: 280306 (+26)

6.6% less ownership

Funds ownership: 59.43%52.83% (-6.6%)

Holders
306
Holders Change
+26
Holders Change %
+9.29%
% of All Funds
4.42%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
61
Increased
122
Reduced
66
Closed
30
Calls
$45.1M
Puts
$5.88M
Net Calls
+$39.3M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Barometer Capital Management
Ontario, Canada
$700K -$50.2K -1,100 -7%
MC
152
Moors & Cabot
Massachusetts
$677K -$29.6K -650 -4%
JIR
153
James Investment Research
Ohio
$673K +$218K +4,781 +52%
PA
154
PFG Advisors
Arizona
$664K +$137K +3,013 +28%
SAM
155
Silvercrest Asset Management
New York
$661K
PPG
156
Peak Planning Group
Colorado
$660K +$406K +8,901 +187%
MAG
157
Members Advisory Group
New York
$646K +$610K +13,375 New
HCA
158
Harbour Capital Advisors
Virginia
$645K
IAS
159
Insigneo Advisory Services
Florida
$632K +$148K +3,252 +32%
GSEP
160
Golden State Equity Partners
California
$622K +$588K +12,891 New
SFG
161
Sowa Financial Group
Rhode Island
$616K +$581K +12,750 New
BFA
162
Beacon Financial Advisory
Ohio
$612K +$578K +12,676 New
HIA
163
Harbor Investment Advisory
Maryland
$584K +$14.6K +320 +3%
PG
164
Patten Group
Tennessee
$582K +$86.7K +1,901 +19%
PS
165
Principal Securities
Iowa
$576K +$3.46K +76 +0.6%
VFA
166
Valeo Financial Advisors
Indiana
$558K +$40.3K +883 +8%
IFG
167
Independent Financial Group
California
$557K +$526K +11,539 New
Marshall Wace
168
Marshall Wace
United Kingdom
$553K -$1.84M -40,248 -78%
WC
169
Westwind Capital
New Mexico
$522K +$1.24M +27,285 +263%
PSCM
170
Per Stirling Capital Management
Texas
$514K +$36.2K +794 +8%
ITB
171
Idaho Trust Bank
Idaho
$498K +$470K +10,317 New
DCM
172
DGS Capital Management
New Jersey
$491K +$216K +4,730 +87%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$482K -$4.38K -96 -1%
LPAM
174
Lodestar Private Asset Management
California
$473K +$4.33K +95 +1%
PCS
175
Personal CFO Solutions
New Jersey
$473K -$11K -241 -2%

EPI Hedge Fund Activity: Q2 2024 in Review

306 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2024, worth a combined $1.95B — up 14% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EPI positions and 30 closed out — a net gain of 31 holders — while 122 added to existing stakes and 66 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $190M.

  • 306 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2024, up from 280 in Q1 2024.
  • Funds reported $1.95B of WisdomTree India Earnings Fund ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 61 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2024 and 30 closed out, a net change of +31 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2024 was Migdal Insurance & Financial Holdings, an estimated $66.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2024 was Jane Street, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2024.