EPI icon

WisdomTree India Earnings Fund ETF
EPI

Overview Fund Activity

323 hedge funds and large institutions have $2.36B invested in WisdomTree India Earnings Fund ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 135 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+21
Holders Change %
+6.95%
% of All Funds
4.67%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
43
Increased
135
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$63.4M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$46.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$40.3M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$24.9M
5
MD
5
Money Design
Japan
$20.1M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$29.6M
2
Twin Tree Management
2
Twin Tree Management
Texas
$3.2M
3
OPAM
3
Ocean Park Asset Management
California
$23.7M
4
Citigroup
4
Citigroup
New York
$7.79M
5
Ameriprise
5
Ameriprise
Minnesota
$9.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1.02M -$19.7K -390 -2%
LWA
152
Lowe Wealth Advisors
Maryland
$1.02M +$40.8K +809 +4%
SG
153
Sharper & Granite
California
$1M -$20.2K -400 -2%
KPWS
154
Kestra Private Wealth Services
Texas
$1M -$18.6K -368 -2%
SW
155
SteelPeak Wealth
California
$986K +$986K +19,537 New
Mariner
156
Mariner
Kansas
$975K +$29.3K +581 +3%
VAM
157
Verity Asset Management
North Carolina
$972K +$4.69K +93 +0.5%
CF
158
Centaurus Financial
California
$944K +$7.42K +147 +0.8%
OIA
159
OneDigital Investment Advisors
Kansas
$942K -$91.8K -1,819 -9%
LMKC
160
L.M. Kohn & Company
Ohio
$925K +$101K +2,000 +12%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$920K -$433K -8,585 -32%
YIH
162
Y-Intercept (HK)
Hong Kong
$857K +$857K +16,974 New
SPIA
163
Steward Partners Investment Advisory
New York
$852K +$688K +13,639 +421%
SM
164
Sweeney & Michel
California
$836K +$836K +17,156 New
CICC
165
Capital Investment Counsel (Colorado)
Colorado
$810K +$810K +16,054 New
Millennium Management
166
Millennium Management
New York
$802K -$348K -6,896 -30%
SA
167
Sanctuary Advisors
Indiana
$795K +$479K +10,269 +151%
SG Americas Securities
168
SG Americas Securities
New York
$794K -$861K -17,072 -52%
Brown Advisory
169
Brown Advisory
Maryland
$793K +$22K +435 +3%
AG
170
Ascent Group
Virginia
$781K -$88.3K -1,750 -10%
CA
171
Calton & Associates
Florida
$758K +$367K +7,271 +94%
IAS
172
Insigneo Advisory Services
Florida
$750K +$77.5K +1,536 +12%
Kovitz Investment Group Partners
173
Kovitz Investment Group Partners
Illinois
$717K +$717K +14,673 New
BA
174
Bridge Advisory
California
$711K -$26.2K -519 -4%
HIA
175
Harbor Investment Advisory
Maryland
$707K +$95.9K +1,900 +16%
5 6
7
8 9