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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
DBT
251
Dubuque Bank & Trust
Iowa
$50K
CG
252
Cutler Group
California
$43K -$2.4M -42,400 -98%
ME
253
McIlrath & Eck
Washington
$43K
PW
254
Price Wealth
Texas
$43K +$44.6K +788 New
Schroder Investment Management Group
255
Schroder Investment Management Group
United Kingdom
$40K -$4.67M -82,531 -99%
GFP
256
Gryphon Financial Partners
Ohio
$38K -$2.66K -47 -6%
TRCT
257
Tower Research Capital (TRC)
New York
$37K +$22K +388 +129%
BFC
258
Bedel Financial Consulting
Indiana
$36K
ZB
259
Zions Bancorporation
Utah
$36K +$37.5K +663 New
WEC
260
Winslow Evans & Crocker
Massachusetts
$34K -$26.1K -462 -43%
MYIA
261
Mount Yale Investment Advisors
Colorado
$33K -$2.26K -40 -6%
PCA
262
Providence Capital Advisors
North Carolina
$32K
CTC
263
Central Trust Company
Missouri
$28K
FHA
264
Flagship Harbor Advisors
Massachusetts
$28K +$30.2K +533 New
SIAS
265
Shine Investment Advisory Services
Colorado
$27K
SQA
266
Simon Quick Advisors
New Jersey
$27K
NSIM
267
North Star Investment Management
Illinois
$25K
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$24K +$7.13K +126 +40%
RWP
269
RWA Wealth Partners
Massachusetts
$24K +$25.3K +447 New
BDWM
270
Brewin Dolphin Wealth Management
Ireland
$21.6K
FHA
271
First Horizon Advisors
Tennessee
$20K
PA
272
Parallel Advisors
California
$19K -$4.19K -74 -17%
BWM
273
BerganKDV Wealth Management
Minnesota
$19K +$19.9K +352 New
RWA
274
River Wealth Advisors
Pennsylvania
$18K +$19.1K +338 New
PG
275
Patten Group
Tennessee
$17K -$10.2K -180 -36%

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.