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WisdomTree Japan Hedged Equity Fund

271 hedge funds and large institutions have $1.29B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $80.4M | Put options by funds: $30.3M

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 269271 (+2)

1.88% less ownership

Funds ownership: 40.92%39.04% (-1.9%)

19% less capital invested

Capital invested by funds: $1.59B → $1.29B (-$297M)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
271
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
5.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
37
Increased
55
Reduced
107
Closed
34
Calls
$80.4M
Puts
$30.3M
Net Calls
+$50.1M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.12M -$1.69M -33,948 -17%
COI
27
Connable Office Inc
Michigan
$7.86M +$108K +2,162 +1%
PBT
28
Pictet Bank & Trust
Bahamas
$7.69M -$703K -14,100 -8%
G
29
GenTrust
Florida
$7.43M +$630K +12,640 +9%
NSLI
30
Nan Shan Life Insurance
Taiwan
$6.65M
HC
31
Henshaw Capital
Massachusetts
$6.58M
CRC
32
Curi RMB Capital
Illinois
$6.44M -$2.06M -41,306 -25%
ERSOT
33
Employees Retirement System of Texas
Texas
$6.2M +$4.83M +96,900 +379%
SC
34
Scotia Capital
Ontario, Canada
$6.1M +$42.3K +848 +0.7%
PPA
35
Parametric Portfolio Associates
Washington
$5.94M +$75K +1,505 +1%
EDRIA
36
Edmonds Duncan Registered Investment Advisors
Kansas
$5.77M +$158K +3,175 +3%
EGA
37
Eagle Global Advisors
Texas
$5.63M +$13.3K +266 +0.2%
MA
38
Menlo Advisors
California
$5.61M -$8.22K -165 -0.1%
MM
39
Main Management
California
$5.61M -$516K -10,349 -9%
IWA
40
Intercontinental Wealth Advisors
Texas
$5.6M -$413K -8,288 -7%
FA
41
Financial Advantage
Maryland
$5.51M +$33.1K +665 +0.6%
VCM
42
Versant Capital Management
Arizona
$5.26M -$7.03K -141 -0.1%
LA
43
LVW Advisors
New York
$5.18M -$370K -7,423 -7%
RJT
44
Raymond James Trust
Florida
$5.13M -$698 -14 -0%
JFM
45
Jackson Financial Management
California
$4.77M +$2.12M +42,490 +82%
Citigroup
46
Citigroup
New York
$4.57M +$270K +5,424 +6%
FTIOP
47
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.98M -$716K -14,366 -16%
LPL Financial
48
LPL Financial
California
$3.96M -$3.22M -64,559 -45%
B
49
Bellecapital
Switzerland
$3.95M -$1.02M -20,490 -21%
WF
50
Welch & Forbes
Massachusetts
$3.86M +$88.8K +1,782 +2%

DXJ Hedge Fund Activity: Q1 2019 in Review

271 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2019, worth a combined $1.29B — down 19% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DXJ positions and 34 closed out — a net gain of 3 holders — while 55 added to existing stakes and 107 trimmed.

The largest buyer was Barclays, adding an estimated $10.2M. The largest seller was SignatureFD, cutting an estimated $56.2M.

  • 271 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2019, up from 269 in Q4 2018.
  • Funds reported $1.29B of WisdomTree Japan Hedged Equity Fund stock for Q1 2019, down 19% quarter-over-quarter.
  • 37 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2019 was Barclays, an estimated $10.2M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2019 was SignatureFD, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2019.