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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$7.23M +$164K +2,994 +2%
SC
52
Scotia Capital
Ontario, Canada
$7.22M -$2.05M -37,354 -23%
LPL Financial
53
LPL Financial
California
$7.22M -$557K -10,151 -8%
IWA
54
Intercontinental Wealth Advisors
Texas
$7.16M +$107K +1,946 +2%
CG
55
Cutler Group
California
$7.04M +$6.63M +120,775 +15,097%
Brown Advisory
56
Brown Advisory
Maryland
$6.75M -$835K -15,210 -12%
PC
57
Permanens Capital
New York
$6.65M -$14M -255,250 -69%
IUHSA
58
Itau Unibanco Holding S.A.
Brazil
$6.62M -$17.8M -324,700 -74%
EDRIA
59
Edmonds Duncan Registered Investment Advisors
Kansas
$6.6M +$151K +2,751 +2%
FTIOP
60
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.58M -$6.93M -126,290 -53%
RP
61
Rice Partnership
Hawaii
$6.52M -$277K -5,041 -4%
B
62
Bellecapital
Switzerland
$6.26M -$182K -3,316 -3%
HWA
63
Heritage Wealth Advisors
Virginia
$6.19M +$297K +5,402 +5%
VCM
64
Versant Capital Management
Arizona
$6M -$28.9K -526 -0.5%
PPA
65
Parametric Portfolio Associates
Washington
$5.91M +$194K +3,533 +4%
MA
66
Menlo Advisors
California
$5.89M +$73.8K +1,345 +1%
RJT
67
Raymond James Trust
Florida
$5.88M -$107K -1,950 -2%
FA
68
Financial Advantage
Maryland
$5.68M -$510K -9,300 -9%
Barclays
69
Barclays
United Kingdom
$5.34M +$1.57M +28,686 +45%
EGA
70
Eagle Global Advisors
Texas
$5.33M -$59.6K -1,085 -1%
RJA
71
Raymond James & Associates
Florida
$5.26M -$607K -11,057 -11%
ACM
72
Azimuth Capital Management
Michigan
$5.16M +$25.2K +460 +0.5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$5M +$209K +3,799 +5%
MLL
74
Moody Lynn & Lieberson
Massachusetts
$4.98M -$137K -2,504 -3%
LCM
75
LVM Capital Management
Michigan
$4.83M +$11.5K +210 +0.3%

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.