WisdomTree Japan SmallCap Dividend Fund
DFJ
57 hedge funds and large institutions have $170M invested in WisdomTree Japan SmallCap Dividend Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
35% more capital invested
Capital invested by funds: $126M → $170M (+$44.2M)
8% more funds holding
Funds holding: 53 → 57 (+4)
5.47% more ownership
Funds ownership: 29.47% → 34.94% (+5.5%)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$42.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.5M |
| 3 |
NVIM
New Vernon Investment Management
Highland Park,
Illinois
|
+$3.64M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$3.18M |
| 5 |
Bank of New York Mellon
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$14.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5M |
| 3 |
Morgan Stanley
New York
|
-$2.64M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.27M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$787K |
DFJ Hedge Fund Activity: Q1 2017 in Review
57 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2017, worth a combined $170M — up 35% from $126M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DFJ positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 26 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $42.7M. The largest seller was RiverFront Investment Group, cutting an estimated $14.5M.
- 57 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2017, up from 53 in Q4 2016.
- Funds reported $170M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2017, up 35% quarter-over-quarter.
- 11 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2017 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $42.7M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2017 was RiverFront Investment Group, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2017.