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WisdomTree Japan Hedged Equity Fund
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Overview Fund Activity

275 hedge funds and large institutions have $10B invested in WisdomTree Japan Hedged Equity Fund in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+8
Holders Change %
+3%
% of All Funds
8.92%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
1.17%
New
60
Increased
120
Reduced
67
Closed
49
Calls
$487M
Puts
$320M
Net Calls
+$167M
Net Calls Change
-$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$618M
2
Deutsche Bank
Deutsche Bank
Germany
$210M
3
U
UBS
Switzerland
$197M
4
PVH
Psagot Value Holdings
Israel
$129M
5
Goldman Sachs
Goldman Sachs
New York
$175M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$38.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
BTS
BB&T Securities
Virginia
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Paloma Partners
Connecticut
$240K +$240K +5,000 New
WCM
227
Weatherstone Capital Management
Colorado
$236K +$236K +4,890 New
MCM
228
Murphy Capital Management
New Jersey
$230K -$68.6K -1,436 -23%
BA
229
Birinyi Associates
Connecticut
$228K +$228K +4,750 New
Canada Life
230
Canada Life
Manitoba, Canada
$224K +$224K +4,897 New
DA
231
Dunvegan Associates
California
$223K – – –
DFIM
232
Detwiler Fenton Investment Management
Massachusetts
$221K +$221K +4,613 New
CIM
233
Confluence Investment Management
Missouri
$218K -$59.8K -1,245 -22%
WB
234
WesBanco Bank
West Virginia
$214K – – –
SPIA
235
Strategic Point Investment Advisors
Rhode Island
$208K +$208K +4,350 New
PCM
236
Prelude Capital Management
New York
$192K -$288K -6,000 -60%
OAM
237
Orinda Asset Management
California
$187K +$187K +3,900 New
FWM
238
Focused Wealth Management
New York
$153K +$153K +3,200 New
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$114K +$1.15K +24 +1%
BPBT
240
Boston Private Bank & Trust
Massachusetts
$103K +$103K +2,149 New
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$96K +$48K +1,000 +100%
CTC
242
Central Trust Company
Missouri
$89K +$42.2K +881 +90%
Invesco
243
Invesco
Georgia
$85K +$42.2K +886 +98%
PTC
244
Private Trust Company
Ohio
$82K -$3.61K -75 -4%
CG
245
Colony Group
Massachusetts
$81K +$81K +1,683 New
OIA
246
Optimum Investment Advisors
Illinois
$76K +$76K +1,576 New
BIM
247
BlackRock Investment Management
Delaware
$72K – – –
EWM
248
Edge Wealth Management
New York
$69K +$11.9K +250 +21%
WA
249
WFG Advisors
Texas
$64K +$64K +1,340 New
QBFM
250
QS Batterymarch Financial Management
New York
$63K – – –
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10
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