We are live on ! Find out more
DFJ icon

WisdomTree Japan SmallCap Dividend Fund

60 hedge funds and large institutions have $219M invested in WisdomTree Japan SmallCap Dividend Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $185M → $219M (+$33.6M)

5% more funds holding

Funds holding: 5760 (+3)

0.3% more ownership

Funds ownership: 35.69%36% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$59.5M +$10.4M +143,841 +22%
RIG
2
RiverFront Investment Group
Virginia
$30.4M +$268K +3,711 +0.9%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$28.1M +$16.7M +230,330 +160%
MFWM
4
Motley Fool Wealth Management
Virginia
$19M +$493K +6,810 +3%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M +$2.61M +36,048 +28%
RJA
6
Raymond James & Associates
Florida
$11.2M -$2.28M -31,478 -17%
Jane Street
7
Jane Street
New York
$10.1M -$2.21M -30,531 -18%
UBS Group
8
UBS Group
Switzerland
$8.74M -$53.7K -742 -0.6%
NVIM
9
New Vernon Investment Management
Illinois
$4.15M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.36M +$152K +2,103 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.1M +$101K +1,392 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.11M +$2.03M +28,072 New
CA
13
Cumberland Advisors
Florida
$2.04M -$203K -2,800 -9%
BTS
14
BB&T Securities
Virginia
$1.97M +$152K +2,107 +9%
LPL Financial
15
LPL Financial
California
$1.88M -$119K -1,647 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.86M -$433K -5,985 -19%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.83M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.5M +$643K +8,896 +80%
UCFA
19
United Capital Financial Advisors
Texas
$1.45M -$59.2K -819 -4%
CCT
20
Country Club Trust
Missouri
$1.4M +$353K +4,885 +36%
CA
21
Cetera Advisors
Colorado
$1.22M -$91.1K -1,260 -7%
ACM
22
Aviance Capital Management
Florida
$1.17M -$55.5K -768 -5%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$1.08M +$6.65K +92 +0.6%
Bank of America
24
Bank of America
North Carolina
$944K -$18K -249 -2%
Wells Fargo
25
Wells Fargo
California
$907K +$62.9K +870 +8%

DFJ Hedge Fund Activity: Q3 2017 in Review

60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2017, worth a combined $219M — up 18% from $185M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DFJ positions and 9 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $16.7M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.05M sold.

  • 60 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2017, up from 57 in Q2 2017.
  • Funds reported $219M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2017, up 18% quarter-over-quarter.
  • 13 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2017 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $16.7M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2017 was Goldman Sachs, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2017.