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WisdomTree Japan SmallCap Dividend Fund

56 hedge funds and large institutions have $146M invested in WisdomTree Japan SmallCap Dividend Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

22% more capital invested

Capital invested by funds: $119M → $146M (+$26.5M)

4% more funds holding

Funds holding: 5456 (+2)

3.66% less ownership

Funds ownership: 41.34%37.69% (-3.7%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
10
Closed
8
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
26
HM Payson & Co
Maine
$431K
IA
27
IFP Advisors
Florida
$362K +$359K +6,394 New
FAAS
28
First Allied Advisory Services
California
$356K +$30.3K +540 +9%
BCM
29
Brookstone Capital Management
Illinois
$280K -$16.6K -295 -6%
MFS
30
MSI Financial Services
Massachusetts
$154K +$7.97K +142 +5%
CG
31
Cutler Group
California
$112K +$112K +1,992 New
S
32
SignatureFD
Georgia
$108K -$4.38K -78 -4%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$96K +$5.39K +96 +6%
WEC
34
Winslow Evans & Crocker
Massachusetts
$91.2K
HDIM
35
Hanson & Doremus Investment Management
Vermont
$88K
AIG
36
American International Group
New York
$64K -$5K -89 -7%
CLOS
37
Compagnie Lombard Odier SCmA
Switzerland
$38K
NFG
38
Next Financial Group
Texas
$27K +$27.1K +482 New
TIM
39
Tortoise Investment Management
New York
$20K
Creative Planning
40
Creative Planning
Kansas
$20K +$5.62K +100 +40%
JFA
41
JNBA Financial Advisors
Minnesota
$14K
Citigroup
42
Citigroup
New York
$13K
PSUF
43
People's United Financial
Connecticut
$11K
SEI Investments
44
SEI Investments
Pennsylvania
$11K +$11.1K +198 New
US Bancorp
45
US Bancorp
Minnesota
$9K +$7.92K +141 +1,007%
AIP
46
Ameritas Investment Partners
Nebraska
$8K +$56 +1 +0.7%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$8K +$2.19K +39 +39%
ASN
48
Advisory Services Network
Georgia
$7K
HI
49
Hudock Inc
Pennsylvania
$6K
PSI
50
Pinnacle Summer Investments
Virginia
$6K +$56 +1 +0.9%

DFJ Hedge Fund Activity: Q4 2015 in Review

56 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2015, worth a combined $146M — up 22% from $119M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFJ positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Clark Capital Management Group, adding an estimated $7.68M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.63M sold.

  • 56 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2015, up from 54 in Q3 2015.
  • Funds reported $146M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2015, up 22% quarter-over-quarter.
  • 10 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2015 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2015 was Clark Capital Management Group, an estimated $7.68M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2015 was Goldman Sachs, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2015.