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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
PFM
176
Peak Financial Management
Massachusetts
$460K +$31.9K +700 +8%
GIA
177
GHP Investment Advisors
Colorado
$445K
SL
178
Stevard LLC
Illinois
$444K +$419K +9,194 New
CA
179
Crewe Advisors
Utah
$442K
SWP
180
Stratos Wealth Partners
Ohio
$442K +$8.57K +188 +2%
MLL
181
Moody Lynn & Lieberson
Massachusetts
$439K
DDC
182
DF Dent & Co
Maryland
$435K
SPC
183
Sigma Planning Corp
Michigan
$432K +$72.4K +1,588 +22%
FAIM
184
Financial Advocates Investment Management
Washington
$415K +$7.57K +166 +2%
DT
185
Diversified Trust
Tennessee
$413K
KWA
186
Kingswood Wealth Advisors
California
$402K +$380K +8,330 New
SSWM
187
Strait & Sound Wealth Management
California
$398K +$376K +8,252 New
CFG
188
Cosner Financial Group
Colorado
$394K -$16.6K -365 -4%
Northern Trust
189
Northern Trust
Illinois
$381K
FCA
190
FinTrust Capital Advisors
South Carolina
$376K
KBFS
191
Kohmann Bosshard Financial Services
Ohio
$376K
CA
192
Calton & Associates
Florida
$374K +$41K +899 +13%
EFS
193
Essex Financial Services
Connecticut
$362K +$341K +7,481 New
UB
194
UMB Bank
Missouri
$359K
BFA
195
Beaumont Financial Advisors
Massachusetts
$353K -$103K -2,249 -24%
AFP
196
Ausdal Financial Partners
Iowa
$349K +$115K +2,515 +53%
HIM
197
Harbour Investment Management
Washington
$347K +$328K +7,185 New
BFAG
198
Blackston Financial Advisory Group
Florida
$339K +$339K +7,435 New
PFA
199
Pettinga Financial Advisors
Indiana
$336K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$335K +$317K +6,945 New

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.