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WisdomTree Japan SmallCap Dividend Fund

85 hedge funds and large institutions have $313M invested in WisdomTree Japan SmallCap Dividend Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more capital invested

Capital invested by funds: $219M → $313M (+$94.6M)

42% more funds holding

Funds holding: 6085 (+25)

3.53% more ownership

Funds ownership: 36%39.53% (+3.5%)

Holders
85
Holders Change
+25
Holders Change %
+41.67%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
29
Reduced
13
Closed
2
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
+$257K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$1.18M +$17.5K +225 +2%
Wells Fargo
27
Wells Fargo
California
$1.16M +$185K +2,378 +20%
ACM
28
Aviance Capital Management
Florida
$1.06M -$189K -2,425 -16%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.06M +$583K +7,493 +133%
US Bancorp
30
US Bancorp
Minnesota
$1.02M +$979K +12,576 +14,623%
Bank of America
31
Bank of America
North Carolina
$999K -$12.4K -160 -1%
RGC
32
Roberts, Glore & Co
Illinois
$725K -$2.8K -36 -0.4%
OMC
33
Old Mission Capital
Illinois
$677K +$655K +8,417 New
Citadel Advisors
34
Citadel Advisors
Florida
$661K +$201K +2,578 +46%
LJAC
35
L.J. Altfest & Co
New York
$656K -$3.73K -48 -0.6%
HPC
36
HM Payson & Co
Maine
$621K
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$620K +$36.4K +468 +6%
AG
38
Advisor Group
Arizona
$516K +$105K +1,348 +27%
CAG
39
Csenge Advisory Group
Florida
$413K +$400K +5,136 New
FAAS
40
First Allied Advisory Services
California
$406K +$390K +5,018 New
Wolverine Trading
41
Wolverine Trading
Illinois
$404K +$391K +5,021 New
GTAM
42
Global Trust Asset Management
Florida
$322K +$311K +4,000 New
Stifel Financial
43
Stifel Financial
Missouri
$313K +$2.18K +28 +0.7%
BIA
44
Barry Investment Advisors
Massachusetts
$312K +$302K +3,885 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$291K +$281K +3,613 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$268K +$20.6K +265 +9%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$264K -$1.3M -16,730 -84%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$260K -$103K -1,322 -29%
AP
49
Advisor Partners
California
$230K +$213K +2,743 New
IT
50
Independence Trust
Tennessee
$229K

DFJ Hedge Fund Activity: Q4 2017 in Review

85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2017, worth a combined $313M — up 43% from $219M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFJ positions and 2 closed out — a net gain of 25 holders — while 29 added to existing stakes and 13 trimmed.

The largest buyer was Mariner Wealth Advisors (Cincinnati), opening a new position worth an estimated $32.9M. The largest seller was Jane Street, cutting an estimated $6.35M.

  • 85 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2017, up from 60 in Q3 2017.
  • Funds reported $313M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2017, up 43% quarter-over-quarter.
  • 27 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2017 and 2 closed out, a net change of +25 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2017 was Mariner Wealth Advisors (Cincinnati), an estimated $32.9M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2017 was Jane Street, an estimated $6.35M sold.

Based on aggregated 13F filings for Q4 2017.