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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
TDC
276
Thompson Davis & Co
Virginia
$21K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$21K +$12.2K +233 +148%
FHA
278
First Horizon Advisors
Tennessee
$21K +$19.7K +375 New
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$17K
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$17K +$14.3K +273 +1,011%
AF
281
Allworth Financial
California
$15K
CFA
282
Carroll Financial Associates
North Carolina
$15K
PCP
283
Proficio Capital Partners
Massachusetts
$14K
RFM
284
Royal Fund Management
Florida
$14K +$13.7K +261 New
WTB
285
Washington Trust Bank
Washington
$13K -$15.7K -300 -57%
MWM
286
MinichMacGregor Wealth Management
New York
$13K
CAM
287
Close Asset Management
United Kingdom
$12K
KF
288
Krilogy Financial
Missouri
$12K
MA
289
MCF Advisors
Kentucky
$10K
RBC
290
Roble Belko & Company
Pennsylvania
$7K -$7.24K -138 -50%
AA
291
AlphaMark Advisors
Kentucky
$7K
MCIA
292
Mountain Capital Investment Advisors
Colorado
$7K
FANJ
293
Financial Architects (New Jersey)
New Jersey
$7K +$4.78K +91 +303%
BWL
294
Bogart Wealth LLC
Virginia
$7K +$7.14K +136 New
HI
295
Hudock Inc
Pennsylvania
$6K +$105 +2 +2%
PA
296
Parallel Advisors
California
$5K -$61K -1,162 -93%
WAS
297
WESPAC Advisors SoCal
California
$5K +$5.67K +108 New
MFT
298
Moisand Fitzgerald Tamayo
Florida
$4K +$3.57K +68 New
CPA
299
Clear Perspective Advisors
Illinois
$3K
HNB
300
Huntington National Bank
Ohio
$3K

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.