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WisdomTree Japan Hedged Equity Fund
DXJ

Overview Fund Activity

281 hedge funds and large institutions have $3.3B 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
Holders
281
Holders Change
-17
Holders Change %
-5.7%
% of All Funds
7.51%
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

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$59.3M
2
BA
BlackRock Advisors
Delaware
$44.5M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
$34.6M
4
Bessemer Group
Bessemer Group
New Jersey
$92.8M
5
BFM
Boston Financial Management
Massachusetts
$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$330M
2
WIM
Windhaven Investment Management
Massachusetts
$0
3
Goldman Sachs
Goldman Sachs
New York
$301M
4
Morgan Stanley
Morgan Stanley
New York
$292M
5
UBS Group
UBS Group
Switzerland
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$188K +$146K +3,766 +346%
AI
227
ArchPoint Investors
Florida
$173K – – –
Creative Planning
228
Creative Planning
Kansas
$152K -$72.8K -1,876 -32%
LOT
229
Lombard Odier Transatlantic
Quebec, Canada
$122K +$17.4K +450 +17%
FPFS
230
First Personal Financial Services
North Carolina
$122K +$122K +3,150 New
PMFA
231
Plante Moran Financial Advisors
Michigan
$120K – – –
CFA
232
Carroll Financial Associates
North Carolina
$104K -$3.52K -91 -3%
CFN
233
Cordasco Financial Network
Florida
$93K -$34.9K -900 -27%
BP
234
Ballentine Partners
Massachusetts
$80K +$57.7K +1,489 +259%
JIC
235
Joel Isaacson & Co
New York
$74K +$1.13K +29 +2%
BBPWM
236
Blue Bell Private Wealth Management
Pennsylvania
$71K -$54.5K -1,400 -43%
KA
237
Klingman & Associates
New York
$64K – – –
BBHC
238
Brown Brothers Harriman & Co
New York
$53K +$53K +1,362 New
CAL
239
Capital Advisors Ltd
Ohio
$51K – – –
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
$47K -$7.61K -200 -14%
LWA
241
Lenox Wealth Advisors
New York
$39K – – –
SFFS
242
Stonehage Fleming Financial Services
Jersey
$39K – – –
First Manhattan
243
First Manhattan
New York
$37K +$25.5K +668 +221%
HPBT
244
High Point Bank & Trust
North Carolina
$32K -$2.71M -68,260 -99%
ACM
245
Argentus Capital Management
Texas
$32K -$200K -5,229 -86%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$30K -$46.7K -1,200 -61%
WTB
247
Washington Trust Bank
Washington
$28K – – –
BL
248
Balentine LLC
Georgia
$27K -$48.9K -1,272 -64%
TDC
249
Thompson Davis & Co
Virginia
$27K – – –
WT
250
Whittier Trust
California
$23K -$15.8K -400 -41%
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