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WisdomTree India Earnings Fund ETF

113 hedge funds and large institutions have $483M invested in WisdomTree India Earnings Fund ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

31.24% more ownership

Funds ownership: 48.56%79.8% (+31%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $502M → $483M (-$19.3M)

10% less funds holding

Funds holding: 126113 (-13)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

66% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 58

96% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $97.1M

Holders
113
Holders Change
-13
Holders Change %
-10.32%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
20
Reduced
58
Closed
23
Calls
$4.08M
Puts
$97.1M
Net Calls
-$93M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.6M -$4.76M -261,596 -10%
IG
2
ING Group
Netherlands
$44M
SG Americas Securities
3
SG Americas Securities
New York
$35.3M -$3.2M -175,869 -9%
DCM
4
Driehaus Capital Management
Illinois
$33M +$10.1M +554,112 +51%
UBS Group
5
UBS Group
Switzerland
$29.2M -$23.1M -1,269,519 -47%
CS
6
Credit Suisse
Switzerland
$28.8M +$13.5M +739,807 +106%
Morgan Stanley
7
Morgan Stanley
New York
$28.4M -$10.7M -587,776 -29%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$27.7M -$12.4M -679,516 -33%
CCM
9
Causeway Capital Management
California
$20M -$4.29M -235,624 -19%
Citigroup
10
Citigroup
New York
$12.5M +$2.92M +160,099 +35%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$11.1M
MD
12
Money Design
Japan
$10.8M -$3.73M -204,669 -27%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$10M -$5.78M -317,298 -39%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.43M -$9.43M -517,548 -52%
BIA
15
Barry Investment Advisors
Massachusetts
$9.09M -$231K -12,691 -3%
MRC
16
Millburn Ridgefield Corp
New York
$8.12M -$3.19M -175,389 -30%
CCA
17
Catalyst Capital Advisors
New York
$8.12M -$3.2M -175,523 -30%
MG
18
Meditor Group
Bermuda
$8.01M
AllianceBernstein
19
AllianceBernstein
Tennessee
$7.85M +$836K +45,900 +13%
N
20
Natixis
France
$7.45M +$1.21M +66,184 +22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$6.96M +$6.13M +336,726 +3,138%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$6.29M -$2.86M -156,874 -33%
Barclays
23
Barclays
United Kingdom
$5.38M -$12.4M -682,933 -72%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.1M -$3.42M -187,924 -42%
GC
25
Globeflex Capital
California
$4.89M -$2.91M -159,576 -40%

EPI Hedge Fund Activity: Q2 2020 in Review

113 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2020, worth a combined $483M — down 3.8% from $502M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EPI and 11 opened new positions — a net loss of 12 holders — while 58 trimmed existing stakes and 20 added.

The largest buyer was Credit Suisse, adding an estimated $13.5M. The largest seller was UBS Group, cutting an estimated $23.1M.

  • 113 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2020, down from 126 in Q1 2020.
  • Funds reported $483M of WisdomTree India Earnings Fund ETF stock for Q2 2020, down 3.8% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2020 and 23 closed out, a net change of -12 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2020 was Credit Suisse, an estimated $13.5M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2020 was UBS Group, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2020.