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WisdomTree Japan SmallCap Dividend Fund
DFJ

31 hedge funds and large institutions have $70.8M invested in WisdomTree Japan SmallCap Dividend Fund in 2013 Q2 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.51% more ownership

Funds ownership: 0% → 30.51% (+31%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1
Morningstar Investment Services
Illinois
$18.5M +$19.2M +391,837 New
LPL Financial
2
LPL Financial
California
$17.8M +$18.4M +375,891 New
Bessemer Group
3
Bessemer Group
New Jersey
$7.57M +$7.83M +160,000 New
Morgan Stanley
4
Morgan Stanley
New York
$6.12M +$6.32M +129,260 New
BIP
5
Brandes Investment Partners
California
$5.3M +$5.48M +111,989 New
Bank of America
6
Bank of America
North Carolina
$2.92M +$3.02M +61,726 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.21M +$2.29M +46,712 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$1.96M +$2.02M +41,345 New
Wells Fargo
9
Wells Fargo
California
$1.63M +$1.69M +34,445 New
U
10
UBS
Switzerland
$1.59M +$1.64M +33,602 New
RJA
11
Raymond James & Associates
Florida
$1.22M +$1.26M +25,852 New
RGC
12
Roberts, Glore & Co
Illinois
$826K +$854K +17,462 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$661K +$683K +13,967 New
HPC
14
HM Payson & Co
Maine
$554K +$573K +11,710 New
CS
15
Credit Suisse
Switzerland
$514K +$531K +10,854 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$331K +$342K +6,998 New
HighTower Advisors
17
HighTower Advisors
Illinois
$331K +$342K +7,000 New
Nomura Holdings
18
Nomura Holdings
Japan
$243K +$251K +5,131 New
AIG
19
American International Group
New York
$147K +$152K +3,115 New
HDIM
20
Hanson & Doremus Investment Management
Vermont
$73K +$75.8K +1,550 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$58K +$60.4K +1,235 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$46K +$46.8K +957 New
Citigroup
23
Citigroup
New York
$35K +$36K +735 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$17K +$17.1K +350 New
OWP
25
Obermeyer Wealth Partners
Colorado
$16K +$16.6K +339 New
1
2

DFJ Hedge Fund Activity: Q2 2013 in Review

31 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q2 2013, worth a combined $70.8M.

Buyers outnumbered sellers: 31 funds opened new DFJ positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

  • 31 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $70.8M of WisdomTree Japan SmallCap Dividend Fund stock for Q2 2013.
  • 31 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q2 2013 and 0 closed out, a net change of +31 holders.

Based on aggregated 13F filings for Q2 2013.