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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 %
JIR
176
James Investment Research
Ohio
$704K +$202 +4 +0%
PG
177
Patten Group
Tennessee
$694K +$86K +1,705 +14%
SAM
178
Silvercrest Asset Management
New York
$691K – – –
BCM
179
Barometer Capital Management
Ontario, Canada
$686K -$45.4K -900 -6%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$677K +$525K +10,413 +347%
MC
181
Moors & Cabot
Massachusetts
$673K -$34.1K -675 -5%
FIA
182
Foundations Investment Advisors
Arizona
$655K -$390K -7,732 -37%
HCA
183
Harbour Capital Advisors
Virginia
$653K – – –
PWM
184
Perigon Wealth Management
California
$646K +$646K +12,811 New
VFA
185
Valeo Financial Advisors
Indiana
$621K +$38.4K +761 +7%
SSWM
186
Strait & Sound Wealth Management
California
$604K +$188K +3,727 +45%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$580K -$315K -6,191 -35%
CA
188
Crewe Advisors
Utah
$577K +$115K +2,281 +25%
AFP
189
Ausdal Financial Partners
Iowa
$570K +$205K +4,071 +56%
GWP
190
Gateway Wealth Partners
Wisconsin
$568K +$260K +5,157 +85%
LPAM
191
Lodestar Private Asset Management
California
$525K +$30.7K +609 +6%
ITB
192
Idaho Trust Bank
Idaho
$517K -$3.73K -74 -0.7%
DCM
193
DGS Capital Management
New Jersey
$514K – – –
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$505K +$505K +10,078 New
PCS
195
Personal CFO Solutions
New Jersey
$488K -$6.31K -125 -1%
PFM
196
Peak Financial Management
Massachusetts
$480K – – –
WAM
197
Worth Asset Management
Texas
$465K +$162K +3,207 +53%
GIA
198
GHP Investment Advisors
Colorado
$465K – – –
GTAM
199
Global Trust Asset Management
Florida
$462K +$156K +3,100 +51%
MLL
200
Moody Lynn & Lieberson
Massachusetts
$459K – – –
6 7
8
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