WisdomTree Japan SmallCap Dividend Fund
DFJ
90 hedge funds and large institutions have $528M invested in WisdomTree Japan SmallCap Dividend Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 15 closing their positions.
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
12% more capital invested
Capital invested by funds: $474M → $528M (+$54.8M)
6% more funds holding
Funds holding: 85 → 90 (+5)
4.51% more ownership
Funds ownership: 43.12% → 47.63% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$60.5M |
| 2 |
Citigroup
New York
|
+$21.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.1M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.73M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$25.3M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$8.17M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.16M |
| 4 |
Bank of New York Mellon
New York
|
-$3.23M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -100 | Closed |
|
|
IWM
102
IHT Wealth Management
Chicago,
Illinois
| – | -$7K | -85 | Closed |
|
|
WAM
103
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$4K | -50 | Closed |
|
|
AIM
104
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$1K | -8 | Closed |
|
DFJ Hedge Fund Activity: Q2 2018 in Review
90 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q2 2018, worth a combined $528M — up 12% from $474M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DFJ positions and 15 closed out — a net gain of 7 holders — while 28 added to existing stakes and 25 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $60.5M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $25.3M.
- 90 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q2 2018, up from 85 in Q1 2018.
- Funds reported $528M of WisdomTree Japan SmallCap Dividend Fund stock for Q2 2018, up 12% quarter-over-quarter.
- 22 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q2 2018 and 15 closed out, a net change of +7 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q2 2018 was RiverFront Investment Group, an estimated $60.5M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q2 2018 was Migdal Insurance & Financial Holdings, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2018.