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WisdomTree Japan Hedged Equity Fund

282 hedge funds and large institutions have $3.31B invested in WisdomTree Japan Hedged Equity Fund in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 70 increasing their positions, 129 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $546M | Put options by funds: $486M

2.42% less ownership

Funds ownership: 51.69%49.27% (-2.4%)

6% less funds holding

Funds holding: 299282 (-17)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

28% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 54

36% less capital invested

Capital invested by funds: $5.19B → $3.31B (-$1.88B)

46% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 129

Holders
282
Holders Change
-17
Holders Change %
-5.69%
% of All Funds
7.52%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.75%
New
39
Increased
70
Reduced
129
Closed
54
Calls
$546M
Puts
$486M
Net Calls
+$60.1M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$202K -$25.3K -599 -10%
IA
227
IFP Advisors
Florida
$188K +$159K +3,766 +346%
AI
228
ArchPoint Investors
Florida
$173K
Creative Planning
229
Creative Planning
Kansas
$152K -$79.1K -1,876 -32%
LOT
230
Lombard Odier Transatlantic
Quebec, Canada
$122K +$19K +450 +17%
FPFS
231
First Personal Financial Services
North Carolina
$122K +$133K +3,150 New
PMFA
232
Plante Moran Financial Advisors
Michigan
$120K
CFA
233
Carroll Financial Associates
North Carolina
$104K -$3.84K -91 -3%
CFN
234
Cordasco Financial Network
Florida
$93K -$38K -900 -27%
BP
235
Ballentine Partners
Massachusetts
$80K +$62.8K +1,489 +259%
JIC
236
Joel Isaacson & Co
New York
$74K +$1.22K +29 +2%
BBPWM
237
Blue Bell Private Wealth Management
Pennsylvania
$71K -$59.1K -1,400 -43%
KA
238
Klingman & Associates
New York
$64K
BBHC
239
Brown Brothers Harriman & Co
New York
$53K +$57.5K +1,362 New
CAL
240
Capital Advisors Ltd
Ohio
$51K
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$47K -$8.44K -200 -14%
LWA
242
Lenox Wealth Advisors
New York
$39K
SFFS
243
Stonehage Fleming Financial Services
Jersey
$39K
First Manhattan
244
First Manhattan
New York
$37K +$28.2K +668 +221%
HPBT
245
High Point Bank & Trust
North Carolina
$32K -$2.88M -68,260 -99%
ACM
246
Argentus Capital Management
Texas
$32K -$221K -5,229 -86%
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$30K -$50.6K -1,200 -61%
WTB
248
Washington Trust Bank
Washington
$28K
BL
249
Balentine LLC
Georgia
$27K -$53.7K -1,272 -64%
TDC
250
Thompson Davis & Co
Virginia
$27K

DXJ Hedge Fund Activity: Q2 2016 in Review

282 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2016, worth a combined $3.31B — down 36% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of DXJ and 39 opened new positions — a net loss of 15 holders — while 129 trimmed existing stakes and 70 added.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $513M.

  • 282 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2016, down from 299 in Q1 2016.
  • Funds reported $3.31B of WisdomTree Japan Hedged Equity Fund stock for Q2 2016, down 36% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2016 and 54 closed out, a net change of -15 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2016 was JP Morgan Private Wealth Advisors, an estimated $58M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2016 was Bank of America, an estimated $513M sold.

Based on aggregated 13F filings for Q2 2016.