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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
US Bancorp
176
US Bancorp
Minnesota
$58.7K
ACA
177
Aptus Capital Advisors
Alabama
$57.4K +$53.1K +1,400 New
CFD
178
Creative Financial Designs
Indiana
$55.8K
NS
179
NBC Securities
Alabama
$51K +$10K +265 +27%
IA
180
IFP Advisors
Florida
$41K +$18.9K +500 +100%
GWM
181
Geneos Wealth Management
Colorado
$40.8K
TIM
182
Tortoise Investment Management
New York
$38.5K
TWM
183
Tradition Wealth Management
Minnesota
$37K +$33.9K +894 New
AC
184
AlphaCore Capital
California
$32.8K +$30.3K +800 New
PS
185
Principal Securities
Iowa
$32.1K +$29.7K +784 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$32K
TRCT
187
Tower Research Capital (TRC)
New York
$28K +$25.9K +683 New
HGERS
188
Householder Group Estate & Retirement Specialist
Arizona
$27K
Bessemer Group
189
Bessemer Group
New Jersey
$26K
SPIA
190
Steward Partners Investment Advisory
New York
$24.5K
SA
191
SRH Advisors
Kansas
$23.2K
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$22.7K
FHA
193
First Horizon Advisors
Tennessee
$19.9K
HCP
194
Hexagon Capital Partners
Arkansas
$16.7K -$493 -13 -3%
FWM
195
Focused Wealth Management
New York
$14.8K +$3.6K +95 +36%
FIM
196
FWL Investment Management
Texas
$12.5K -$4.74K -125 -29%
HCM
197
Hollencrest Capital Management
California
$12.3K +$947 +25 +9%
KLWA
198
Kelly Lawrence W & Associates
California
$9.02K
WIA
199
Wetzel Investment Advisors
Indiana
$8K +$7.58K +200 New
SWM
200
Spire Wealth Management
Virginia
$7.14K

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.