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WisdomTree Japan Hedged Equity Fund

381 hedge funds and large institutions have $10.6B invested in WisdomTree Japan Hedged Equity Fund in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

85% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 99

28% more funds holding in top 10

Funds holding in top 10: 6178 (+17)

7% more capital invested

Capital invested by funds: $9.95B → $10.6B (+$699M)

7% more funds holding

Funds holding: 357381 (+24)

1% more call options, than puts

Call options by funds: $755M | Put options by funds: $749M

3.09% less ownership

Funds ownership: 62.44%59.35% (-3.1%)

Holders
381
Holders Change
+24
Holders Change %
+6.72%
% of All Funds
10.27%
Holding in Top 10
78
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+27.87%
% of All Funds
2.1%
New
56
Increased
183
Reduced
99
Closed
27
Calls
$755M
Puts
$749M
Net Calls
+$5.88M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wolverine Asset Management
Illinois
$56K +$56.8K +980 New
JWA
352
JFS Wealth Advisors
Pennsylvania
$51K
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$51K +$40.6K +700 +280%
FANJ
354
Financial Architects (New Jersey)
New Jersey
$50K +$44.5K +767 +775%
MWP
355
MYCIO Wealth Partners
Pennsylvania
$48K -$11.7K -202 -19%
HI
356
Hudock Inc
Pennsylvania
$41K -$14.5K -250 -25%
TDC
357
Thompson Davis & Co
Virginia
$38K -$232 -4 -0.6%
WA
358
WFG Advisors
Texas
$34K
Toronto Dominion Bank
359
Toronto Dominion Bank
Ontario, Canada
$34K +$29K +500 +500%
DA
360
Dunvegan Associates
California
$33K
WTB
361
Washington Trust Bank
Washington
$33K
WEC
362
Winslow Evans & Crocker
Massachusetts
$30.9K +$5.91K +102 +23%
RAM
363
Riggs Asset Management
Pennsylvania
$25K +$25.3K +436 New
AIM
364
Advantage Investment Management
Iowa
$24K
LWM
365
LBA Wealth Management
Florida
$23K +$23.2K +400 New
BCM
366
Brookstone Capital Management
Illinois
$19K +$19.1K +329 New
KTC
367
Kistler-Tiffany Companies
Pennsylvania
$18K -$8.76K -151 -33%
PSI
368
Pinnacle Summer Investments
Virginia
$13K +$5.57K +96 +70%
PG
369
Patten Group
Tennessee
$11.4K +$11.6K +200 New
SCA
370
Strategic Capital Alternatives
United States
$11K +$10.7K +184 New
MA
371
MCF Advisors
Kentucky
$8K
TJHA
372
Thomas J. Herzfeld Advisors
Florida
$8K
Manulife (Manufacturers Life Insurance)
373
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.99K +$6.32M +108,947 +355%
TWA
374
TCI Wealth Advisors
Arizona
$7K +$7.42K +128 New
IWMPD
375
Integrated Wealth Management (Palm Desert)
California
$6K -$9.8K -169 -60%

DXJ Hedge Fund Activity: Q2 2015 in Review

381 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2015, worth a combined $10.6B — up 7% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DXJ positions and 27 closed out — a net gain of 29 holders — while 183 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $253M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 381 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2015, up from 357 in Q1 2015.
  • Funds reported $10.6B of WisdomTree Japan Hedged Equity Fund stock for Q2 2015, up 7% quarter-over-quarter.
  • 56 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2015 and 27 closed out, a net change of +29 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2015 was Bank of America, an estimated $253M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2015.