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WisdomTree Japan SmallCap Dividend Fund

53 hedge funds and large institutions have $126M invested in WisdomTree Japan SmallCap Dividend Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $101M → $126M (+$24.7M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

6% more funds holding

Funds holding: 5053 (+3)

3.96% more ownership

Funds ownership: 25.52%29.47% (+4%)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$410K +$412K +6,620 New
FAAS
27
First Allied Advisory Services
California
$383K +$385K +6,182 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$370K +$153K +2,462 +70%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$351K -$16.8K -269 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$325K +$93.6K +1,502 +40%
Stifel Financial
31
Stifel Financial
Missouri
$305K +$305K +4,890 New
Citadel Advisors
32
Citadel Advisors
Florida
$277K -$3.49M -56,052 -93%
AG
33
Advisor Group
Arizona
$196K +$30K +481 +18%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$107K +1,713 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$101K -$2.55K -41 -2%
HDIM
36
Hanson & Doremus Investment Management
Vermont
$96K
IA
37
IFP Advisors
Florida
$73K
NFG
38
Next Financial Group
Texas
$72K
ST
39
Smithfield Trust
Pennsylvania
$58K +$58.8K +944 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$42.7K
Creative Planning
41
Creative Planning
Kansas
$34K -$6.54K -105 -16%
US Bancorp
42
US Bancorp
Minnesota
$23K +$23.9K +384 New
VanEck Associates
43
VanEck Associates
New York
$19K +$19.1K +306 New
AA
44
Ancora Advisors
Ohio
$17K +$17.1K +274 New
BTIS
45
BB&T Investment Services
North Carolina
$15K +$14.9K +240 New
PSUF
46
People's United Financial
Connecticut
$12K
HI
47
Hudock Inc
Pennsylvania
$11K +$3.67K +59 +44%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$10K +$3.8K +61 +61%
AIP
49
Ameritas Investment Partners
Nebraska
$8K
MFS
50
MSI Financial Services
Massachusetts
$5K +$1.31K +21 +32%

DFJ Hedge Fund Activity: Q4 2016 in Review

53 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2016, worth a combined $126M — up 24% from $101M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFJ positions and 10 closed out — a net gain of 4 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $13.4M. The largest seller was Jane Street, exiting entirely with an estimated $6.46M sold.

  • 53 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2016, up from 50 in Q3 2016.
  • Funds reported $126M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2016, up 24% quarter-over-quarter.
  • 14 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2016 and 10 closed out, a net change of +4 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2016 was RiverFront Investment Group, an estimated $13.4M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2016 was Jane Street, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2016.