We are live on ! Find out more
DFJ icon

WisdomTree Japan SmallCap Dividend Fund

54 hedge funds and large institutions have $126M invested in WisdomTree Japan SmallCap Dividend Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

15% more funds holding

Funds holding: 4754 (+7)

2.16% less ownership

Funds ownership: 44.52%42.35% (-2.2%)

13% less capital invested

Capital invested by funds: $145M → $126M (-$19M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
19
Closed
6
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
26
HM Payson & Co
Maine
$487K -$55.6K -1,130 -10%
FAAS
27
First Allied Advisory Services
California
$335K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$309K -$260K -5,279 -45%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$262K +$265K +5,390 New
UCFA
30
United Capital Financial Advisors
Texas
$221K +$225K +4,565 New
UFA
31
US Financial Advisors
Massachusetts
$131K +$133K +2,694 New
AIG
32
American International Group
New York
$104K -$54.9K -1,115 -34%
MFS
33
MSI Financial Services
Massachusetts
$96K +$39K +792 +67%
HDIM
34
Hanson & Doremus Investment Management
Vermont
$75K
S
35
SignatureFD
Georgia
$70K +$59.6K +1,211 +522%
NPC
36
National Planning Corporation
California
$67.1K +$68.3K +1,387 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$60K -$16.4K -334 -21%
KCM
38
Karp Capital Management
California
$58K +$59.1K +1,200 New
W
39
Wealthfront
California
$40K +$40.6K +825 New
Deutsche Bank
40
Deutsche Bank
Germany
$19K -$14.8K -300 -43%
JFA
41
JNBA Financial Advisors
Minnesota
$12K
Citigroup
42
Citigroup
New York
$11K
Creative Planning
43
Creative Planning
Kansas
$10K -$24.6K -500 -71%
WA
44
Waverly Advisors
Alabama
$10K
PSUF
45
People's United Financial
Connecticut
$9K
SIA
46
Stancorp Investment Advisers
Oregon
$8K +$7.83K +159 New
BPBT
47
Boston Private Bank & Trust
Massachusetts
$6K
ASN
48
Advisory Services Network
Georgia
$6K +$6.15K +125 New
AIP
49
Ameritas Investment Partners
Nebraska
$6K +$6.99K +142 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$5K

DFJ Hedge Fund Activity: Q4 2014 in Review

54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2014, worth a combined $126M — down 13% from $145M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFJ positions and 6 closed out — a net gain of 8 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $1.98M. The largest seller was RiverFront Investment Group, cutting an estimated $5.84M.

  • 54 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2014, up from 47 in Q3 2014.
  • Funds reported $126M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2014, down 13% quarter-over-quarter.
  • 14 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2014 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2014 was Jane Street, an estimated $1.98M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2014 was RiverFront Investment Group, an estimated $5.84M sold.

Based on aggregated 13F filings for Q4 2014.