WisdomTree Japan SmallCap Dividend Fund
DFJ
54 hedge funds and large institutions have $119M invested in WisdomTree Japan SmallCap Dividend Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3.59% less ownership
Funds ownership: 44.93% → 41.34% (-3.6%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
20% less capital invested
Capital invested by funds: $149M → $119M (-$29.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$7.89M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$5.26M |
| 3 |
Goldman Sachs
New York
|
+$1.68M |
| 4 |
Morgan Stanley
New York
|
+$1.63M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$17.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.09M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.76M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$2.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
|
RIA
52
Regal Investment Advisors
Kentwood,
Michigan
| $1K | +$1.76K | +32 | New |
|
|
VKH
53
Virtu KCG Holdings
New York
| – | -$1.02M | -17,994 | Closed |
|
54
Ameriprise
Minneapolis,
Minnesota
| – | -$409K | -7,236 | Closed |
|
55
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$322K | -5,698 | Closed |
|
|
VFA
56
Voya Financial Advisors
Windsor,
Connecticut
| – | -$213K | -3,790 | Closed |
|
|
IWMPD
57
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$4K | -75 | Closed |
|
|
UFA
58
US Financial Advisors
Braintree,
Massachusetts
| – | -$3K | -47 | Closed |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$496 | +9 | New |
|
DFJ Hedge Fund Activity: Q3 2015 in Review
54 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2015, worth a combined $119M — down 20% from $149M a quarter earlier.
Fund positioning in DFJ was balanced in Q3 2015: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 19 trimmed.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $7.89M. The largest seller was Morningstar Investment Services, cutting an estimated $17.5M.
- 54 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $119M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2015, down 20% quarter-over-quarter.
- 6 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2015 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2015 was Motley Fool Wealth Management, an estimated $7.89M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2015 was Morningstar Investment Services, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2015.