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WisdomTree Japan Hedged Equity Fund

308 hedge funds and large institutions have $4.2B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

0.85% more ownership

Funds ownership: 50.25%51.1% (+0.85%)

1% more funds holding

Funds holding: 306308 (+2)

1% more capital invested

Capital invested by funds: $4.18B → $4.2B (+$24.4M)

3% less call options, than puts

Call options by funds: $396M | Put options by funds: $410M

7% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 112

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
308
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
39
Increased
104
Reduced
112
Closed
33
Calls
$396M
Puts
$410M
Net Calls
-$13.7M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$11.9M -$16.1K -307 -0.1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$10.9M +$5.44M +103,757 +109%
RWM
53
Ritholtz Wealth Management
New York
$10.8M +$666K +12,699 +7%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$10M +$1.87M +35,553 +24%
Brown Advisory
55
Brown Advisory
Maryland
$9.55M +$780K +14,871 +9%
GAG
56
GM Advisory Group
New York
$9.35M +$169K +3,215 +2%
AFM
57
Anson Funds Management
Texas
$9.03M
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.72M -$78.1K -1,489 -0.9%
MLL
59
Moody Lynn & Lieberson
Massachusetts
$8.65M +$499K +9,504 +6%
G
60
GenTrust
Florida
$8.5M +$206K +3,933 +3%
FWCM
61
Ferguson Wellman Capital Management
Oregon
$8.41M -$63K -1,200 -0.8%
SC
62
Scotia Capital
Ontario, Canada
$8.3M +$3.52M +67,025 +79%
HT
63
HAP Trading
New York
$7.8M +$5.44M +103,733 +267%
HCM
64
Hollencrest Capital Management
California
$7.73M -$838K -15,973 -10%
IWA
65
Intercontinental Wealth Advisors
Texas
$7.53M +$329K +6,265 +5%
JWM
66
Jacobus Wealth Management
Wisconsin
$7.51M +$68.7K +1,310 +1%
EM
67
EnTrustPermal Management
New York
$7.36M +$63K +1,200 +0.9%
HC
68
Henshaw Capital
Massachusetts
$7.11M
SFPIA
69
Stevens First Principles Investment Advisors
California
$7.02M +$66.6K +1,270 +1%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$6.88M +$251K +4,778 +4%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$6.87M +$194K +3,701 +3%
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$6.82M -$26.9M -512,814 -80%
RWP
73
RWA Wealth Partners
Massachusetts
$6.71M +$28.2K +537 +0.4%
LPL Financial
74
LPL Financial
California
$6.66M -$1.62M -30,958 -20%
VSWA
75
Vontobel Swiss Wealth Advisors
Switzerland
$6.64M -$33.7K -643 -0.5%

DXJ Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2017, worth a combined $4.2B — up 0.58% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 33 closed out — a net gain of 6 holders — while 104 added to existing stakes and 112 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $48.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 308 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2017, up from 306 in Q2 2017.
  • Funds reported $4.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2017, up 0.58% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2017 and 33 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2017 was Castle Hook Partners, an estimated $48.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2017 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2017.