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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
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$17K
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$17K +$453 +8 +3%
AF
278
Allworth Financial
California
$15K
CFA
279
Carroll Financial Associates
North Carolina
$15K
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.83K -50 -17%
MWM
281
MinichMacGregor Wealth Management
New York
$13K
OIA
282
Optimum Investment Advisors
Illinois
$13K
PGWM
283
Parisi Gray Wealth Management
New Jersey
$13K
TFS
284
TrustCore Financial Services
Tennessee
$11K
AA
285
AlphaMark Advisors
Kentucky
$8K +$170 +3 +2%
BWL
286
Bogart Wealth LLC
Virginia
$7K
GAM
287
Gemmer Asset Management
California
$7K
PS
288
Portfolio Strategies
New York
$7K
RBC
289
Roble Belko & Company
Pennsylvania
$7K
SFA
290
Spectrum Financial Alliance
Kentucky
$7K
GEA
291
Glen Eagle Advisors
New Jersey
$6.75K
CAC
292
Certified Advisory Corp
Florida
$6K +$57 +1 +1%
HI
293
Hudock Inc
Pennsylvania
$6K +$113 +2 +2%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$4K -$296K -5,240 -98%
MRCM
295
M&R Capital Management
New Jersey
$4K -$14.1K -250 -77%
CFD
296
Creative Financial Designs
Indiana
$4K +$1.98K +35 +113%
DWM
297
Destination Wealth Management
California
$4K +$3.28K +58 +290%
AF
298
Advisornet Financial
Minnesota
$3K -$376K -6,652 -99%
CPA
299
Clear Perspective Advisors
Illinois
$3K
HNB
300
Huntington National Bank
Ohio
$3K

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.