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WisdomTree Japan Hedged Equity Fund

299 hedge funds and large institutions have $5.19B invested in WisdomTree Japan Hedged Equity Fund in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 150 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $415M | Put options by funds: $455M

8.77% less ownership

Funds ownership: 60.46%51.69% (-8.8%)

16% less funds holding

Funds holding: 357299 (-58)

41% less funds holding in top 10

Funds holding in top 10: 6136 (-25)

49% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 150

62% less capital invested

Capital invested by funds: $13.8B → $5.19B (-$8.59B)

68% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 80

Holders
299
Holders Change
-58
Holders Change %
-16.25%
% of All Funds
7.97%
Holding in Top 10
36
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-40.98%
% of All Funds
0.96%
New
26
Increased
76
Reduced
150
Closed
80
Calls
$415M
Puts
$455M
Net Calls
-$40.2M
Net Calls Change
-$604M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
-$389K -7,771 Closed
WI
352
WBI Investments
New Jersey
-$352K -7,036 Closed
MLIC
353
Mandatum Life Insurance Company
Finland
-$355K -6,985 Closed
WJA
354
Williams Jones & Associates
New York
-$350K -6,985 Closed
BW
355
Bison Wealth
Georgia
-$323K -6,444 Closed
AHC
356
Adell Harriman & Carpenter
Texas
-$285K -5,700 Closed
RJT
357
Raymond James Trust
Florida
-$272K -5,428 Closed
RFC
358
Regions Financial Corp
Alabama
-$264K -5,276 Closed
MFBTD
359
MB Financial Bank - Trust Department
Illinois
-$250K -5,000 Closed
WA
360
WESPAC Advisors
California
-$246K -4,919 Closed
PAM
361
PT Asset Management
Illinois
-$243K -4,850 Closed
EM
362
Excalibur Management
Massachusetts
-$224K -4,467 Closed
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
-$219K -4,368 Closed
DC
364
Davenport & Co
Virginia
-$200K -4,000 Closed
NC
365
NewSquare Capital
Pennsylvania
-$150K -3,001 Closed
AFP
366
Ausdal Financial Partners
Iowa
-$133K -2,649 Closed
CG
367
Colony Group
Massachusetts
-$131K -2,619 Closed
MP
368
Manifold Partners
California
-$89K -1,776 Closed
3C
369
361 Capital
Colorado
-$76K -1,508 Closed
LWCFA
370
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$48K -950 Closed
SAM
371
Solaris Asset Management
New York
-$32K -642 Closed
EDRS
372
Edmond de Rothschild (Suisse)
Switzerland
-$23K -463 Closed
IWMPD
373
Integrated Wealth Management (Palm Desert)
California
-$22K -430 Closed
TF
374
Tompkins Financial
New York
-$19K -385 Closed
WAM
375
Wolverine Asset Management
Illinois
-$16.6K -375 Closed