We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund

312 hedge funds and large institutions have $3.21B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

0.43% more ownership

Funds ownership: 52.86%53.29% (+0.43%)

5% less funds holding

Funds holding: 329312 (-17)

10% less capital invested

Capital invested by funds: $3.56B → $3.21B (-$349M)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

67% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $248M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
7.14%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.73%
New
25
Increased
91
Reduced
114
Closed
39
Calls
$80.7M
Puts
$248M
Net Calls
-$167M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$177K +$89.4K +1,580 +93%
SFG
227
SevenBridge Financial Group
Pennsylvania
$142K +$2.43K +43 +2%
AIP
228
Almanack Investment Partners
Pennsylvania
$141K -$111K -1,954 -43%
EDRH
229
Edmond de Rothschild Holding
Switzerland
$124K -$113K -2,000 -47%
BBHC
230
Brown Brothers Harriman & Co
New York
$124K
Federated Hermes
231
Federated Hermes
Pennsylvania
$122K -$1.29M -22,799 -91%
AA
232
Apriem Advisors
California
$120K +$125K +2,216 New
QFA
233
Quattro Financial Advisors
Texas
$112K +$120K +2,125 New
IA
234
IFP Advisors
Florida
$110K -$196K -3,465 -63%
LJHT
235
Laurie J. Hall Trustee
$98K
ASN
236
Advisory Services Network
Georgia
$97K -$152K -2,680 -61%
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$97K -$25.7K -455 -20%
WT
238
Whittier Trust
California
$96K
WT
239
Washington Trust
Rhode Island
$94K +$98.6K +1,742 New
PCP
240
Proficio Capital Partners
Massachusetts
$80K -$10.8K -190 -11%
YWP
241
YorkBridge Wealth Partners
New York
$80K +$396 +7 +0.5%
APA
242
American Portfolios Advisors
New York
$78.9K -$15.8K -279 -16%
BBPWM
243
Blue Bell Private Wealth Management
Pennsylvania
$77K
PMFA
244
Plante Moran Financial Advisors
Michigan
$77K
BWM
245
Baystate Wealth Management
Massachusetts
$67K -$453 -8 -0.6%
GRP
246
Global Retirement Partners
California
$60K
AIM
247
Advantage Investment Management
Iowa
$58K
WTC
248
WhitTier Trust Company
Nevada
$54K
SMFS
249
Squar Milner Financial Services
California
$54K +$56.6K +1,000 New
CFN
250
Cordasco Financial Network
Florida
$53K +$5.66K +100 +11%

DXJ Hedge Fund Activity: Q2 2018 in Review

312 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2018, worth a combined $3.21B — down 9.8% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DXJ and 25 opened new positions — a net loss of 14 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $140M.

  • 312 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2018, down from 329 in Q1 2018.
  • Funds reported $3.21B of WisdomTree Japan Hedged Equity Fund stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 25 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2018 and 39 closed out, a net change of -14 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2018 was Bank of Nova Scotia, an estimated $289M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2018 was Bank of America, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.