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WisdomTree Japan SmallCap Dividend Fund

48 hedge funds and large institutions have $65.4M invested in WisdomTree Japan SmallCap Dividend Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 4748 (+1)

5% more capital invested

Capital invested by funds: $62.4M → $65.4M (+$2.93M)

0.65% more ownership

Funds ownership: 33.76%34.4% (+0.65%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
12
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
$24.7M +$58.7K +782 +0.2%
UBS Group
2
UBS Group
Switzerland
$8.53M +$596K +7,952 +8%
Morgan Stanley
3
Morgan Stanley
New York
$6.54M +$502K +6,687 +8%
Jane Street
4
Jane Street
New York
$4.58M -$4.08M -54,327 -47%
Bank of America
5
Bank of America
North Carolina
$4.25M +$4.05M +53,960 +3,154%
SC
6
Schoolcraft Capital
Colorado
$4.13M -$126K -1,679 -3%
3AM
7
3EDGE Asset Management
Florida
$2.75M +$418K +5,577 +18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.44M +$623K +8,307 +78%
OMC
9
Old Mission Capital
Illinois
$1.25M +$616K +8,211 +100%
BIA
10
Barry Investment Advisors
Massachusetts
$1.11M +$210K +2,798 +24%
RGC
11
Roberts, Glore & Co
Illinois
$782K -$11.3K -150 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$631K -$1.54M -20,491 -71%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$596K -$22.5K -300 -4%
SPIA
14
Steward Partners Investment Advisory
New York
$436K +$23.2K +309 +6%
BAM
15
Belpointe Asset Management
Nevada
$387K
CC
16
Cornerstone Capital
California
$383K +$5.4K +72 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$353K -$10.4K -138 -3%
BCA
18
Bay Colony Advisors
Massachusetts
$336K
EGA
19
E&G Advisors
Texas
$315K -$4.43K -59 -1%
LPL Financial
20
LPL Financial
California
$283K -$12.2K -163 -4%
RVPG
21
Relative Value Partners Group
$232K +$228K +3,044 New
UCFA
22
United Capital Financial Advisors
Texas
$223K
IAA
23
Ironsides Asset Advisors
North Carolina
$210K +$206K +2,750 New
MM
24
Main Management
California
$164K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$157K +$22.5K +300 +17%

DFJ Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2021, worth a combined $65.4M — up 4.7% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DFJ positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $4.05M. The largest seller was Jane Street, cutting an estimated $4.08M.

  • 48 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $65.4M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2021, up 4.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2021 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2021 was Bank of America, an estimated $4.05M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2021 was Jane Street, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2021.