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WisdomTree Japan SmallCap Dividend Fund
DFJ

48 hedge funds and large institutions have $65.4M invested in WisdomTree Japan SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 47 → 48 (+1)

5% more capital invested

Capital invested by funds: $62.4M → $65.4M (+$2.93M)

0.65% more ownership

Funds ownership: 33.76% → 34.4% (+0.65%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.05M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$623K
3
OMC
Old Mission Capital
Illinois
+$616K
4
UBS Group
UBS Group
Switzerland
+$596K
5
Morgan Stanley
Morgan Stanley
New York
+$502K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.08M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.84M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.54M
4
SC
Schoolcraft Capital
Colorado
-$126K
5
NFG
Next Financial Group
Texas
-$37.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$134K -$22.1K -294 -14%
HPC
27
HM Payson & Co
Maine
$76K -$33.4K -445 -31%
ST
28
Smithfield Trust
Pennsylvania
$72K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$61K – – –
HDIM
30
Hanson & Doremus Investment Management
Vermont
$59K – – –
NFG
31
Next Financial Group
Texas
$46K -$37.1K -494 -45%
William Blair & Company
32
William Blair & Company
Illinois
$33K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$23K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$18K +$825 +11 +5%
TFGT
35
TS Financial Group (TSFG)
Illinois
$11K – – –
IWP
36
IAG Wealth Partners
Wisconsin
$8K +$7.13K +95 New
IA
37
IFP Advisors
Florida
$8K +$8.33K +111 New
VFA
38
Valeo Financial Advisors
Indiana
$6K – – –
ADL
39
Asset Dedication LLC
California
$4K – – –
AIC
40
Ameritas Investment Company
Nebraska
$3.2K +$3.15K +42 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$3K -$16.9K -225 -84%
APA
42
American Portfolios Advisors
New York
$2.46K – – –
Citigroup
43
Citigroup
New York
$2K – – –
ACA
44
Atlas Capital Advisors
Wyoming
$1.9K – – –
MIH
45
Meitav Investment House
Israel
$242 +$238K +3,170 New
FGAM
46
Financial Gravity Asset Management
Texas
$20 – – –
Citadel Advisors
47
Citadel Advisors
Florida
– -$1.84M -25,419 Closed
ASN
48
Advisory Services Network
Georgia
– -$9K -125 Closed
MAM
49
Meeder Asset Management
Ohio
– -$7.8K -104 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -69 Closed
1
2

DFJ Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2021, worth a combined $65.4M — up 4.7% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFJ positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $4.05M. The largest seller was Jane Street, cutting an estimated $4.08M.

  • 48 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $65.4M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2021 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2021 was Bank of America, an estimated $4.05M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2021 was Jane Street, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2021.