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WisdomTree Japan SmallCap Dividend Fund
DFJ

85 hedge funds and large institutions have $474M invested in WisdomTree Japan SmallCap Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

51% more capital invested

Capital invested by funds: $313M → $474M (+$160M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

3.59% more ownership

Funds ownership: 39.53% → 43.12% (+3.6%)

0% more funds holding

Funds holding: 85 → 85 (0)

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
30
Reduced
15
Closed
18
Calls
$415K
Puts
–
Net Calls
+$415K
Net Calls Change
+$158K

Top Buyers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
+$132M
2
Morgan Stanley
Morgan Stanley
New York
+$17.8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.37M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.16M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.1M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.43M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$6.34M
3
Jane Street
Jane Street
New York
-$4.3M
4
RIG
RiverFront Investment Group
Virginia
-$2.72M
5
DWM
Darwin Wealth Management
Florida
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$7K +$6.7K +82 New
APA
77
American Portfolios Advisors
New York
$5.24K – – –
ADL
78
Asset Dedication LLC
California
$4K +$4.08K +50 New
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.08K +50 New
BlackRock
80
BlackRock
New York
$3K – – –
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K – – –
FGC
82
Financial Gravity Companies
Texas
$1K -$1.06K -13 -57%
AIM
83
Advantage Investment Management
Iowa
$1K +$653 +8 New
FGAM
84
Financial Gravity Asset Management
Texas
$1K +$816 +10 New
CCMG
85
Clark Capital Management Group
Pennsylvania
– -$6.34M -78,819 Closed
Jane Street
86
Jane Street
New York
– -$4.3M -53,422 Closed
DWM
87
Darwin Wealth Management
Florida
– -$1.44M -17,924 Closed
LJAC
88
L.J. Altfest & Co
New York
– -$656K -8,155 Closed
CAG
89
Csenge Advisory Group
Florida
– -$413K -5,136 Closed
FAAS
90
First Allied Advisory Services
California
– -$406K -5,018 Closed
GTAM
91
Global Trust Asset Management
Florida
– -$322K -4,000 Closed
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
– -$268K -3,338 Closed
AP
93
Advisor Partners
California
– -$230K -2,743 Closed
DG
94
Delek Group
Israel
– -$98K -1,216 Closed
CA
95
Calton & Associates
Florida
– -$64K -760 Closed
SWP
96
Stratos Wealth Partners
Ohio
– -$44K -553 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$20K -250 Closed
KTM
98
Keeler Thomas Management
Utah
– -$18K -229 Closed
GI
99
Gradient Investments
Minnesota
– -$6K -79 Closed
AFNAS
100
American Financial Network Advisory Services
California
– -$5K -62 Closed
1 2 3
4
5

DFJ Hedge Fund Activity: Q1 2018 in Review

85 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2018, worth a combined $474M — up 51% from $313M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFJ positions and 18 closed out — a net gain of 2 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $132M. The largest seller was Mirae Asset Global Investments, cutting an estimated $9.43M.

  • 85 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $474M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2018, up 51% quarter-over-quarter.
  • 20 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2018 and 18 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2018 was Janney Capital Management, an estimated $132M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2018 was Mirae Asset Global Investments, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2018.