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WisdomTree Japan Hedged Equity Fund

237 hedge funds and large institutions have $1.04B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 39.04%35.74% (-3.3%)

13% less funds holding

Funds holding: 271237 (-34)

19% less capital invested

Capital invested by funds: $1.29B → $1.04B (-$249M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $56.1M

51% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 104

64% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 50

Holders
237
Holders Change
-34
Holders Change %
-12.55%
% of All Funds
5.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
18
Increased
51
Reduced
104
Closed
50
Calls
$35.4M
Puts
$56.1M
Net Calls
-$20.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Stonebridge Capital Advisors
Minnesota
$3K +$2.69K +54 New
CFD
227
Creative Financial Designs
Indiana
$2K
EWM
228
Elmwood Wealth Management
California
$2K
AWM
229
AllSquare Wealth Management
New York
$1K
CFA
230
Camarda Financial Advisors
Florida
$1K
GWM
231
Geneos Wealth Management
Colorado
$1K
PCTC
232
Perkins Coie Trust Company
Washington
$1K
TFA
233
Transamerica Financial Advisors
Florida
$1K +$50 +1 New
FGAM
234
Financial Gravity Asset Management
Texas
$1K +$598 +12 +120%
PCA
235
Providence Capital Advisors
North Carolina
$1K +$848 +17 New
ED
236
Exane Derivatives
France
$487
BIA
237
Barry Investment Advisors
Massachusetts
-$14.2M -280,246 Closed
QCM
238
Quadrant Capital Management
New Jersey
-$3.8M -75,121 Closed
ACM
239
Azimuth Capital Management
Michigan
-$3.27M -64,708 Closed
Voloridge Investment Management
240
Voloridge Investment Management
Florida
-$2.6M -51,328 Closed
CIG
241
Consolidated Investment Group
Colorado
-$2.49M -49,168 Closed
PNAA
242
Pictet North America Advisors
Switzerland
-$2.03M -40,139 Closed
FFM
243
Fullerton Fund Management
Singapore
-$2.03M -40,136 Closed
Renaissance Technologies
244
Renaissance Technologies
New York
-$1.48M -29,300 Closed
CT
245
Cambridge Trust
Massachusetts
-$940K -18,574 Closed
CIA
246
Choate Investment Advisors
Massachusetts
-$774K -15,299 Closed
MIH
247
Madison Investment Holdings
Wisconsin
-$662K -13,077 Closed
Allianz Asset Management
248
Allianz Asset Management
Germany
-$581K -11,480 Closed
WSCM
249
Wellington Shields Capital Management
New York
-$477K -9,425 Closed
WAM
250
Wolverine Asset Management
Illinois
-$379K -7,500 Closed

DXJ Hedge Fund Activity: Q2 2019 in Review

237 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2019, worth a combined $1.04B — down 19% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 18 opened new positions — a net loss of 32 holders — while 104 trimmed existing stakes and 51 added.

The largest buyer was Psagot Value Holdings, adding an estimated $31M. The largest seller was Goldman Sachs, cutting an estimated $73.8M.

  • 237 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2019, down from 271 in Q1 2019.
  • Funds reported $1.04B of WisdomTree Japan Hedged Equity Fund stock for Q2 2019, down 19% quarter-over-quarter.
  • 18 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2019 and 50 closed out, a net change of -32 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2019 was Psagot Value Holdings, an estimated $31M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $73.8M sold.

Based on aggregated 13F filings for Q2 2019.