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WisdomTree Japan SmallCap Dividend Fund

57 hedge funds and large institutions have $185M invested in WisdomTree Japan SmallCap Dividend Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $170M → $185M (+$15.1M)

0.75% more ownership

Funds ownership: 34.94%35.69% (+0.75%)

0% more funds holding

Funds holding: 5757 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$45.5M -$65.9K -958 -0.1%
RIG
2
RiverFront Investment Group
Virginia
$28.1M +$256K +3,722 +0.9%
MFWM
3
Motley Fool Wealth Management
Virginia
$17.3M +$837K +12,178 +5%
RJA
4
Raymond James & Associates
Florida
$12.7M -$137K -2,000 -1%
Jane Street
5
Jane Street
New York
$11.6M +$11.4M +165,508 New
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$10.1M -$859K -12,500 -8%
Morgan Stanley
7
Morgan Stanley
New York
$9.14M +$1.33M +19,311 +17%
UBS Group
8
UBS Group
Switzerland
$8.22M +$738K +10,740 +10%
Goldman Sachs
9
Goldman Sachs
New York
$4.05M +$3.97M +57,769 New
NVIM
10
New Vernon Investment Management
Illinois
$3.88M
SG Americas Securities
11
SG Americas Securities
New York
$3.4M +$2.64M +38,399 +378%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.99M +$214K +3,120 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.8M -$538K -7,830 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.15M -$1.16M -16,874 -35%
CA
15
Cumberland Advisors
Florida
$2.11M +$2.06M +30,040 New
LPL Financial
16
LPL Financial
California
$1.88M +$412K +5,989 +29%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.72M +$774K +11,258 +85%
BTS
18
BB&T Securities
Virginia
$1.69M -$60.6K -881 -4%
UCFA
19
United Capital Financial Advisors
Texas
$1.41M -$197K -2,866 -12%
FTUS
20
Flow Traders U.S.
New York
$1.3M -$2.56M -37,252 -67%
CA
21
Cetera Advisors
Colorado
$1.22M +$3.78K +55 +0.3%
ACM
22
Aviance Capital Management
Florida
$1.15M -$124K -1,809 -10%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$1.01M -$25.6K -373 -3%
CCT
24
Country Club Trust
Missouri
$961K +$942K +13,705 New
Bank of America
25
Bank of America
North Carolina
$899K +$83.4K +1,213 +10%

DFJ Hedge Fund Activity: Q2 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q2 2017, worth a combined $185M — up 8.9% from $170M a quarter earlier.

Fund positioning in DFJ was balanced in Q2 2017: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $11.4M. The largest seller was Citadel Advisors, cutting an estimated $5.29M.

  • 57 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $185M of WisdomTree Japan SmallCap Dividend Fund stock for Q2 2017, up 8.9% quarter-over-quarter.
  • 6 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q2 2017 and 6 closed out, a net change of 0 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q2 2017 was Jane Street, an estimated $11.4M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q2 2017 was Citadel Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2017.