WisdomTree Japan SmallCap Dividend Fund
DFJ
43 hedge funds and large institutions have $135M invested in WisdomTree Japan SmallCap Dividend Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8% more funds holding
Funds holding: 40 → 43 (+3)
5% more capital invested
Capital invested by funds: $128M → $135M (+$7.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 45.3% → 44.63% (-0.67%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
19% less call options, than puts
Call options by funds: $230K | Put options by funds: $284K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$2.97M |
| 2 |
Morgan Stanley
New York
|
+$2.13M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$7.05M |
| 2 |
Bank of New York Mellon
New York
|
-$2.26M |
| 3 |
Jane Street
New York
|
-$1.63M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$603K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$595K |
DFJ Hedge Fund Activity: Q2 2014 in Review
43 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q2 2014, worth a combined $135M — up 5.5% from $128M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DFJ positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $2.97M. The largest seller was Brandes Investment Partners, exiting entirely with an estimated $7.05M sold.
- 43 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q2 2014, up from 40 in Q1 2014.
- Funds reported $135M of WisdomTree Japan SmallCap Dividend Fund stock for Q2 2014, up 5.5% quarter-over-quarter.
- 6 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q2 2014 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q2 2014 was Morningstar Investment Services, an estimated $2.97M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q2 2014 was Brandes Investment Partners, an estimated $7.05M sold.
Based on aggregated 13F filings for Q2 2014.