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WisdomTree India Earnings Fund ETF

327 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, 138 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

996% more call options, than puts

Call options by funds: $16M | Put options by funds: $1.46M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 78

21% more capital invested

Capital invested by funds: $1.95B → $2.36B (+$412M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 306327 (+21)

5.29% more ownership

Funds ownership: 52.83%58.11% (+5.3%)

Holders
327
Holders Change
+21
Holders Change %
+6.86%
% of All Funds
4.7%
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
138
Reduced
78
Closed
21
Calls
$16M
Puts
$1.46M
Net Calls
+$14.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
GHP Investment Advisors
Colorado
$465K
GTAM
202
Global Trust Asset Management
Florida
$462K +$153K +3,100 +51%
MLL
203
Moody Lynn & Lieberson
Massachusetts
$459K
SPC
204
Sigma Planning Corp
Michigan
$456K +$4.98K +101 +1%
DDC
205
DF Dent & Co
Maryland
$454K
PS
206
Principal Securities
Iowa
$438K -$159K -3,234 -27%
FAIM
207
Financial Advocates Investment Management
Washington
$433K
DT
208
Diversified Trust
Tennessee
$432K
PFS
209
Prospect Financial Services
New York
$431K +$421K +8,534 New
CW
210
CreativeOne Wealth
Kansas
$427K +$418K +8,468 New
Marshall Wace
211
Marshall Wace
United Kingdom
$426K -$149K -3,025 -26%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$415K +$154K +3,119 +61%
CFG
213
Cosner Financial Group
Colorado
$412K
Loomis, Sayles & Company
214
Loomis, Sayles & Company
Massachusetts
$411K +$115K +2,331 +40%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$404K +$211K +4,276 +116%
DFA
216
DHK Financial Advisors
New Hampshire
$404K +$148K +3,000 +60%
TFM
217
Trademark Financial Management
Minnesota
$401K +$392K +7,954 New
Northern Trust
218
Northern Trust
Illinois
$399K
FCA
219
FinTrust Capital Advisors
South Carolina
$393K
KBFS
220
Kohmann Bosshard Financial Services
Ohio
$393K
Walleye Capital
221
Walleye Capital
New York
$390K +$381K +7,730 New
WPC
222
Wedmont Private Capital
Pennsylvania
$376K +$98.7K +2,001 +35%
UB
223
UMB Bank
Missouri
$375K
HIM
224
Harbour Investment Management
Washington
$370K +$7.5K +152 +2%
ACP
225
Aveo Capital Partners
Colorado
$353K +$29.4K +597 +9%

EPI Hedge Fund Activity: Q3 2024 in Review

327 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2024, worth a combined $2.36B — up 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EPI positions and 21 closed out — a net gain of 22 holders — while 138 added to existing stakes and 78 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $62M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $43.1M.

  • 327 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2024, up from 306 in Q2 2024.
  • Funds reported $2.36B of WisdomTree India Earnings Fund ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 43 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2024 and 21 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2024 was Jennison Associates, an estimated $62M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2024 was Migdal Insurance & Financial Holdings, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.