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WisdomTree Japan SmallCap Dividend Fund

48 hedge funds and large institutions have $49.9M invested in WisdomTree Japan SmallCap Dividend Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $48.8M → $49.9M (+$1.14M)

1.38% less ownership

Funds ownership: 21.18%19.81% (-1.4%)

8% less funds holding

Funds holding: 5248 (-4)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$22M +$845K +12,764 +4%
UBS Group
2
UBS Group
Switzerland
$7.19M +$739K +11,170 +12%
Morgan Stanley
3
Morgan Stanley
New York
$4.47M -$6.29K -95 -0.1%
SC
4
Schoolcraft Capital
Colorado
$3.88M +$9.79K +148 +0.3%
3AM
5
3EDGE Asset Management
Florida
$1.27M +$211K +3,186 +21%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.24M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$978K +$43.7K +660 +5%
Jane Street
8
Jane Street
New York
$923K -$1.95M -29,506 -69%
BIA
9
Barry Investment Advisors
Massachusetts
$758K -$46.5K -703 -6%
RGC
10
Roberts, Glore & Co
Illinois
$728K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$677K -$1.39M -21,007 -68%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$641K -$22K -333 -4%
IAA
13
Ironsides Asset Advisors
North Carolina
$611K -$383K -5,795 -40%
Osaic Holdings
14
Osaic Holdings
Arizona
$454K -$40K -605 -9%
OMC
15
Old Mission Capital
Illinois
$447K +$40.8K +616 +11%
SPIA
16
Steward Partners Investment Advisory
New York
$368K -$638K -9,646 -65%
BAM
17
Belpointe Asset Management
Nevada
$356K
CC
18
Cornerstone Capital
California
$347K -$228K -3,445 -41%
BCA
19
Bay Colony Advisors
Massachusetts
$306K +$2.32K +35 +0.8%
UCFA
20
United Capital Financial Advisors
Texas
$297K
EGA
21
E&G Advisors
Texas
$293K -$331 -5 -0.1%
LPL Financial
22
LPL Financial
California
$289K -$27.7K -419 -9%
MIH
23
Meitav Investment House
Israel
$222K
Wells Fargo
24
Wells Fargo
California
$183K -$51.5K -778 -23%
MM
25
Main Management
California
$151K +$58.7K +887 +70%

DFJ Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2020, worth a combined $49.9M — up 2.3% from $48.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DFJ and 4 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Motley Fool Wealth Management, adding an estimated $845K. The largest seller was Jane Street, cutting an estimated $1.95M.

  • 48 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2020, down from 52 in Q2 2020.
  • Funds reported $49.9M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 4 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2020 and 8 closed out, a net change of -4 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2020 was Motley Fool Wealth Management, an estimated $845K added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2020 was Jane Street, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2020.