WisdomTree Japan SmallCap Dividend Fund
DFJ
47 hedge funds and large institutions have $133M invested in WisdomTree Japan SmallCap Dividend Fund in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
76% more call options, than puts
Call options by funds: $489K | Put options by funds: $278K
42% more capital inflows, than outflows
Capital inflows: $10.7M | Capital outflows: $7.52M
9% more funds holding
Funds holding: 43 → 47 (+4)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviance Capital Management
Sarasota,
Florida
|
+$1.8M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.61M |
| 3 |
NVIM
New Vernon Investment Management
Highland Park,
Illinois
|
+$1.59M |
| 4 |
Morgan Stanley
New York
|
+$928K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$899K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.98M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.98M |
| 3 |
UBS
Zurich,
Switzerland
|
-$1.87M |
| 4 |
Bank of New York Mellon
New York
|
-$616K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$414K |
DFJ Hedge Fund Activity: Q3 2014 in Review
47 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2014, worth a combined $133M — down 1.9% from $135M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DFJ positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Aviance Capital Management, adding an estimated $1.8M. The largest seller was Morningstar Investment Services, cutting an estimated $1.98M.
- 47 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2014, up from 43 in Q2 2014.
- Funds reported $133M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2014, down 1.9% quarter-over-quarter.
- 8 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2014 and 4 closed out, a net change of +4 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2014 was Aviance Capital Management, an estimated $1.8M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2014 was Morningstar Investment Services, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2014.