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WisdomTree Japan SmallCap Dividend Fund

74 hedge funds and large institutions have $148M invested in WisdomTree Japan SmallCap Dividend Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.6% less ownership

Funds ownership: 32.54%23.94% (-8.6%)

21% less funds holding

Funds holding: 9474 (-20)

40% less capital invested

Capital invested by funds: $248M → $148M (-$99.5M)

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

70% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 27

Holders
74
Holders Change
-20
Holders Change %
-21.28%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
26
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
X
76
Xponance
Pennsylvania
-$3.96M -61,620 Closed
BTS
77
BB&T Securities
Virginia
-$2.45M -38,090 Closed
CA
78
Cetera Advisors
Colorado
-$1.49M -23,058 Closed
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
-$1.48M -23,046 Closed
Stifel Financial
80
Stifel Financial
Missouri
-$1.2M -18,691 Closed
BAM
81
Belpointe Asset Management
Nevada
-$327K -5,080 Closed
Verition Fund Management
82
Verition Fund Management
Connecticut
-$283K -4,394 Closed
TSS
83
Two Sigma Securities
New York
-$264K -4,104 Closed
Baird Financial Group
84
Baird Financial Group
Wisconsin
-$241K -3,747 Closed
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
-$233K -3,612 Closed
CAN
86
Cetera Advisor Networks
California
-$209K -3,269 Closed
MOS
87
MGO One Seven
Ohio
-$138K -2,154 Closed
NFG
88
Next Financial Group
Texas
-$70K -1,094 Closed
KCM
89
Karp Capital Management
California
-$39K -600 Closed
IWA
90
Intercontinental Wealth Advisors
Texas
-$34K -533 Closed
FPS
91
Fieldpoint Private Securities
Connecticut
-$26K -400 Closed
AWM
92
Avior Wealth Management
Nebraska
-$24K -380 Closed
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
-$24K -369 Closed
IA
94
IFP Advisors
Florida
-$18K -279 Closed
RFC
95
Regions Financial Corp
Alabama
-$17K -271 Closed
HI
96
Hudock Inc
Pennsylvania
-$15K -233 Closed
AIC
97
Ameritas Investment Company
Nebraska
-$10K -158 Closed
GWMIA
98
Global Wealth Management Investment Advisory
Florida
-$3K -43 Closed
LPWM
99
Lake Point Wealth Management
Texas
-$1K -22 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
-$677 -10 -91%

DFJ Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2019, worth a combined $148M — down 40% from $248M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of DFJ and 8 opened new positions — a net loss of 19 holders — while 26 trimmed existing stakes and 12 added.

The largest buyer was HighTower Advisors, adding an estimated $7.6M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $44.4M sold.

  • 74 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2019, down from 94 in Q4 2018.
  • Funds reported $148M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2019, down 40% quarter-over-quarter.
  • 8 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2019 and 27 closed out, a net change of -19 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2019 was HighTower Advisors, an estimated $7.6M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2019 was RiverFront Investment Group, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2019.