WisdomTree Japan SmallCap Dividend Fund
DFJ
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.
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: 1 → 2 (+1)
43% more capital invested
Capital invested by funds: $219M → $313M (+$94.6M)
42% more funds holding
Funds holding: 60 → 85 (+25)
3.53% more ownership
Funds ownership: 36% → 39.53% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWAC
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
+$32.9M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$19.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$8.53M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.13M |
| 5 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.35M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.18M |
| 3 |
Bank of New York Mellon
New York
|
-$1.3M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.22M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| $6K | +$6.15K | +79 | New |
|
|
APA
77
American Portfolios Advisors
Holbrook,
New York
| $5.14K | +$4.98K | +64 | New |
|
|
AFNAS
78
American Financial Network Advisory Services
Calabasas,
California
| $5K | – | – | – |
|
|
CCM
79
Covington Capital Management
Los Angeles,
California
| $4K | – | – | – |
|
80
BlackRock
New York
| $3K | -$311 | -4 | -9% |
|
81
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | – | – | – |
|
|
PMFA
82
Plante Moran Financial Advisors
Southfield,
Michigan
| $3K | +$3.35K | +43 | New |
|
|
FGC
83
Financial Gravity Companies
Lakeway,
Texas
| $2K | +$1.79K | +23 | New |
|
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.18M | -28,072 | Closed |
|
|
CA
85
Cetera Advisors
Denver,
Colorado
| – | -$1.22M | -16,040 | Closed |
|
86
SEI Investments
Oaks,
Pennsylvania
| – | +$78 | +1 | New |
|
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.