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WisdomTree Japan Hedged Equity Fund

308 hedge funds and large institutions have $4.2B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

0.85% more ownership

Funds ownership: 50.25%51.1% (+0.85%)

1% more funds holding

Funds holding: 306308 (+2)

1% more capital invested

Capital invested by funds: $4.18B → $4.2B (+$24.4M)

3% less call options, than puts

Call options by funds: $396M | Put options by funds: $410M

7% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 112

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
308
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
39
Increased
104
Reduced
112
Closed
33
Calls
$396M
Puts
$410M
Net Calls
-$13.7M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
226
Holderness Investments Company
North Carolina
$242K -$98.5K -1,877 -30%
MML Investors Services
227
MML Investors Services
Massachusetts
$239K -$844K -16,095 -79%
BWM
228
BigSur Wealth Management
Florida
$234K
GA
229
Greytown Advisors
Florida
$232K
CWM
230
Circle Wealth Management
New Jersey
$222K +$213K +4,054 New
FTI
231
Fiduciary Trust International
Massachusetts
$220K +$157 +3 +0.1%
CIM
232
Contravisory Investment Management
Massachusetts
$216K +$207K +3,950 New
IA
233
IFP Advisors
Florida
$214K -$75K -1,429 -27%
GLRA
234
Gerald L. Ray & Associates
Texas
$205K +$197K +3,750 New
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$202K -$57.7K -1,100 -23%
YWP
236
YorkBridge Wealth Partners
New York
$185K -$22.3K -425 -11%
BWP
237
Baldwin Wealth Partners
Massachusetts
$185K -$12.4K -236 -7%
TRCT
238
Tower Research Capital (TRC)
New York
$137K +$131K +2,500 New
RE
239
RBC Europe
United Kingdom
$113K +$108K +2,067 New
WT
240
Whittier Trust
California
$97K
EWM
241
Evercore Wealth Management
New York
$90K
MAM
242
Meeder Asset Management
Ohio
$89K -$82.6K -1,574 -49%
GWM
243
Geneos Wealth Management
Colorado
$87K -$14K -267 -14%
GRP
244
Global Retirement Partners
California
$83K +$21K +400 +36%
PMFA
245
Plante Moran Financial Advisors
Michigan
$78K -$87.6K -1,669 -54%
BBPWM
246
Blue Bell Private Wealth Management
Pennsylvania
$78K
SFG
247
SevenBridge Financial Group
Pennsylvania
$74K +$52.7K +1,004 +287%
AI
248
ArchPoint Investors
Florida
$72K -$146K -2,790 -68%
Manulife (Manufacturers Life Insurance)
249
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K -$478K -9,102 -88%
BWM
250
Baystate Wealth Management
Massachusetts
$67K -$52 -1 -0.1%

DXJ Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2017, worth a combined $4.2B — up 0.58% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 33 closed out — a net gain of 6 holders — while 104 added to existing stakes and 112 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $48.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 308 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2017, up from 306 in Q2 2017.
  • Funds reported $4.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2017, up 0.58% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2017 and 33 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2017 was Castle Hook Partners, an estimated $48.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2017 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2017.