WisdomTree Japan SmallCap Dividend Fund
DFJ
40 hedge funds and large institutions have $128M invested in WisdomTree Japan SmallCap Dividend Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 7 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
1.17% more ownership
Funds ownership: 44.13% → 45.3% (+1.2%)
1% more capital invested
Capital invested by funds: $126M → $128M (+$1.86M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 45 → 40 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$3.03M |
| 2 |
Bank of New York Mellon
New York
|
+$2.82M |
| 3 |
Morgan Stanley
New York
|
+$2.21M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.19M |
| 5 |
Jane Street
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$3.07M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.06M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.38M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
DFJ Hedge Fund Activity: Q1 2014 in Review
40 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2014, worth a combined $128M — up 1.5% from $126M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DFJ and 2 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 19 added.
The largest buyer was Morningstar Investment Services, adding an estimated $3.03M. The largest seller was Avidian Wealth Enterprises, exiting entirely with an estimated $3.07M sold.
- 40 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2014, down from 45 in Q4 2013.
- Funds reported $128M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2014, up 1.5% quarter-over-quarter.
- 2 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2014 and 7 closed out, a net change of -5 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2014 was Morningstar Investment Services, an estimated $3.03M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2014 was Avidian Wealth Enterprises, an estimated $3.07M sold.
Based on aggregated 13F filings for Q1 2014.