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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
Marshall Wace
326
Marshall Wace
United Kingdom
-$369K -6,834 Closed
PAM
327
Peak Asset Management
Colorado
-$327K -6,052 Closed
CIM
328
Contravisory Investment Management
Massachusetts
-$265K -4,913 Closed
GA
329
Geller Advisors
New York
-$253K -4,684 Closed
Fiera Capital (Canada)
330
Fiera Capital (Canada)
Quebec, Canada
-$223K -4,125 Closed
UCFA
331
United Capital Financial Advisors
Texas
-$221K -4,091 Closed
RFC
332
Regions Financial Corp
Alabama
-$194K -3,603 Closed
AA
333
Apriem Advisors
California
-$120K -2,216 Closed
QFA
334
Quattro Financial Advisors
Texas
-$112K -2,125 Closed
WT
335
Washington Trust
Rhode Island
-$94K -1,742 Closed
PCP
336
Proficio Capital Partners
Massachusetts
-$80K -1,480 Closed
SMFS
337
Squar Milner Financial Services
California
-$54K -1,000 Closed
GFP
338
Gryphon Financial Partners
Ohio
-$38K -709 Closed
WEC
339
Winslow Evans & Crocker
Massachusetts
-$34K -616 Closed
RWP
340
RWA Wealth Partners
Massachusetts
-$24K -447 Closed
MWM
341
MinichMacGregor Wealth Management
New York
-$13K -250 Closed
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
-$4K -82 Closed
DWM
343
Destination Wealth Management
California
-$4K -78 Closed
CPA
344
Clear Perspective Advisors
Illinois
-$3K -50 Closed
AF
345
Advisornet Financial
Minnesota
-$3K -47 Closed
CF
346
Centaurus Financial
California
-$2K -45 Closed
NCM
347
Nelson Capital Management
California
-$1K -16 Closed

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.