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WisdomTree Japan SmallCap Dividend Fund

47 hedge funds and large institutions have $62.4M invested in WisdomTree Japan SmallCap Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $49.9M → $62.4M (+$12.5M)

13.95% more ownership

Funds ownership: 19.81%33.76% (+14%)

2% less funds holding

Funds holding: 4847 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$23.5M +$606K +8,534 +3%
Jane Street
2
Jane Street
New York
$8.3M +$7.18M +101,211 +768%
UBS Group
3
UBS Group
Switzerland
$7.53M +$76.5K +1,078 +1%
Morgan Stanley
4
Morgan Stanley
New York
$5.73M +$1.07M +15,147 +24%
SC
5
Schoolcraft Capital
Colorado
$4.05M +$23.9K +337 +0.6%
3AM
6
3EDGE Asset Management
Florida
$2.21M +$869K +12,246 +67%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.09M +$1.05M +14,806 +106%
Citadel Advisors
8
Citadel Advisors
Florida
$1.84M +$1.8M +25,419 New
BIA
9
Barry Investment Advisors
Massachusetts
$850K +$62.9K +887 +8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$768K +$65.7K +926 +10%
RGC
11
Roberts, Glore & Co
Illinois
$754K +$142 +2 +0%
OMC
12
Old Mission Capital
Illinois
$593K +$128K +1,800 +28%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$589K -$74.2K -1,045 -11%
SPIA
14
Steward Partners Investment Advisory
New York
$392K +$10.4K +146 +3%
BAM
15
Belpointe Asset Management
Nevada
$368K
CC
16
Cornerstone Capital
California
$359K
Osaic Holdings
17
Osaic Holdings
Arizona
$346K -$122K -1,720 -27%
BCA
18
Bay Colony Advisors
Massachusetts
$320K +$3.19K +45 +1%
EGA
19
E&G Advisors
Texas
$304K -$71 -1 -0%
LPL Financial
20
LPL Financial
California
$281K -$18.2K -256 -6%
UCFA
21
United Capital Financial Advisors
Texas
$212K -$94K -1,325 -31%
MM
22
Main Management
California
$156K
Wells Fargo
23
Wells Fargo
California
$148K -$41.1K -579 -22%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$129K
Bank of America
25
Bank of America
North Carolina
$124K +$1.28K +18 +1%

DFJ Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2020, worth a combined $62.4M — up 25% from $49.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DFJ and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $7.18M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.24M sold.

  • 47 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2020, down from 48 in Q3 2020.
  • Funds reported $62.4M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2020, up 25% quarter-over-quarter.
  • 3 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2020 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2020 was Jane Street, an estimated $7.18M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2020 was Susquehanna International Group, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2020.