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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
BRWA
201
B. Riley Wealth Advisors
Florida
$324K +$306K +6,713 New
AWM
202
Alterna Wealth Management
Texas
$314K +$297K +6,504 New
IP
203
Ignite Planners
California
$311K -$113K -2,480 -28%
ACP
204
Aveo Capital Partners
Colorado
$309K -$3.67M -80,507 -93%
SA
205
Sanctuary Advisors
Indiana
$307K +$310K +6,791 New
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$297K +$6.84K +150 +3%
GWP
207
Gateway Wealth Partners
Wisconsin
$294K +$278K +6,095 New
GTAM
208
Global Trust Asset Management
Florida
$292K +$34.2K +750 +14%
WAM
209
Worth Asset Management
Texas
$290K +$274K +6,012 New
WPC
210
Wedmont Private Capital
Pennsylvania
$289K -$77.2K -1,693 -23%
Wolverine Trading
211
Wolverine Trading
Illinois
$284K +$268K +5,885 New
AWM
212
Axxcess Wealth Management
California
$280K -$46 -1 -0%
Loomis, Sayles & Company
213
Loomis, Sayles & Company
Massachusetts
$280K +$127K +2,776 +92%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$273K +$40.2K +882 +19%
OFS
215
OneAscent Financial Services
Alabama
$272K +$3.88K +85 +2%
RVPG
216
Relative Value Partners Group
$267K -$379K -8,314 -60%
LSPW
217
Lake Street Private Wealth
Illinois
$267K +$252K +5,526 New
AWM
218
Apollon Wealth Management
South Carolina
$265K
Cerity Partners
219
Cerity Partners
New York
$263K +$25.8K +565 +12%
BWP
220
Baldwin Wealth Partners
Massachusetts
$260K
PA
221
Procyon Advisors
Connecticut
$255K +$26.7K +585 +12%
Corient Private Wealth
222
Corient Private Wealth
Florida
$253K +$27.4K +600 +13%
EE
223
EWG Elevate
California
$250K +$5.2K +114 +2%
FIM
224
Freedom Investment Management
Connecticut
$249K -$51K -1,119 -18%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$247K -$27.5K -604 -11%

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.