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WisdomTree Japan Hedged Equity Fund

313 hedge funds and large institutions have $3.03B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $537M | Put options by funds: $224M

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0.8% more ownership

Funds ownership: 53.29%54.09% (+0.8%)

0% more funds holding

Funds holding: 312313 (+1)

5% less capital invested

Capital invested by funds: $3.21B → $3.03B (-$175M)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

42% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 119

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.62%
New
39
Increased
69
Reduced
119
Closed
37
Calls
$537M
Puts
$224M
Net Calls
+$313M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
251
McIlrath & Eck
Washington
$46K
PW
252
Price Wealth
Texas
$46K
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$43K
TRCT
254
Tower Research Capital (TRC)
New York
$42K +$1.65K +30 +4%
ZB
255
Zions Bancorporation
Utah
$38K
IA
256
IFP Advisors
Florida
$37K -$76.5K -1,394 -69%
BFC
257
Bedel Financial Consulting
Indiana
$36K
LYV
258
Live Your Vision
Pennsylvania
$35K +$32.9K +600 New
MYIA
259
Mount Yale Investment Advisors
Colorado
$34K
PCA
260
Providence Capital Advisors
North Carolina
$34K
CTC
261
Central Trust Company
Missouri
$30K
SIAS
262
Shine Investment Advisory Services
Colorado
$29K
SQA
263
Simon Quick Advisors
New Jersey
$29K
NSIM
264
North Star Investment Management
Illinois
$26K
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$26K
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$25K +$23.2K +423 New
BDWM
267
Brewin Dolphin Wealth Management
Ireland
$23.2K
FHA
268
First Horizon Advisors
Tennessee
$22K
AA
269
Ancora Advisors
Ohio
$21K +$19.6K +358 New
BWM
270
BerganKDV Wealth Management
Minnesota
$20K
RWA
271
River Wealth Advisors
Pennsylvania
$20K
FHA
272
Flagship Harbor Advisors
Massachusetts
$18K -$12.2K -222 -42%
KTC
273
Kistler-Tiffany Companies
Pennsylvania
$18K
PG
274
Patten Group
Tennessee
$18K
SEI Investments
275
SEI Investments
Pennsylvania
$17K -$73.5M -1,339,795 -100%

DXJ Hedge Fund Activity: Q3 2018 in Review

313 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2018, worth a combined $3.03B — down 5.4% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 37 closed out — a net gain of 2 holders — while 69 added to existing stakes and 119 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $128M. The largest seller was TD Asset Management, exiting entirely with an estimated $180M sold.

  • 313 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2018, up from 312 in Q2 2018.
  • Funds reported $3.03B of WisdomTree Japan Hedged Equity Fund stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2018 and 37 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2018 was Bank of Nova Scotia, an estimated $128M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2018 was TD Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2018.