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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
SPIA
251
Steward Partners Investment Advisory
New York
$65K -$6.37M -121,441 -99%
AIM
252
Advantage Investment Management
Iowa
$59K +$25.7K +489 +84%
WEC
253
Winslow Evans & Crocker
Massachusetts
$58.9K -$577 -11 -1%
WTC
254
WhitTier Trust Company
Nevada
$55K -$42K -800 -44%
BDWM
255
Brewin Dolphin Wealth Management
Ireland
$54.7K +$52.5K +1,000 New
ED
256
Exane Derivatives
France
$52K -$202K -3,847 -80%
NSIM
257
North Star Investment Management
Illinois
$50K -$551K -10,497 -92%
DBT
258
Dubuque Bank & Trust
Iowa
$50K -$2.31K -44 -5%
First Manhattan
259
First Manhattan
New York
$48K -$449K -8,549 -91%
CFN
260
Cordasco Financial Network
Florida
$48K
BL
261
Balentine LLC
Georgia
$46K
Nomura Holdings
262
Nomura Holdings
Japan
$46K +$44.2K +842 New
GBT
263
Grove Bank & Trust
Florida
$44K -$50.5K -963 -55%
KHLMVGHM
264
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$42K -$21.1K -403 -34%
ZB
265
Zions Bancorporation
Utah
$39K +$36.6K +697 New
BF
266
BOK Financial
Oklahoma
$36K +$34.1K +649 New
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$34K -$14.6K -278 -31%
LYV
268
Live Your Vision
Pennsylvania
$33K +$31.5K +600 New
VFA
269
Valeo Financial Advisors
Indiana
$31K +$29.8K +568 New
SQA
270
Simon Quick Advisors
New Jersey
$28K
SIAS
271
Shine Investment Advisory Services
Colorado
$27K
CTC
272
Central Trust Company
Missouri
$27K +$8.03K +153 +45%
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$25K +$24.3K +463 New
CGT
274
Capital Guardian Trust
California
$22K +$21K +400 New
PCM
275
Prelude Capital Management
New York
$21K -$64.2K -1,223 -76%

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.