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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
FTUS
51
Flow Traders U.S.
New York
$3.83M +$1.91M +38,328 +103%
QCM
52
Quadrant Capital Management
New Jersey
$3.8M -$22.4K -449 -0.6%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$3.66M -$2.42M -48,543 -40%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$3.55M -$860K -17,263 -20%
RG
55
Rathbones Group
United Kingdom
$3.46M -$29.4K -590 -0.9%
IP
56
Intellectus Partners
California
$3.41M +$3.36M +67,353 New
RJA
57
Raymond James & Associates
Florida
$3.4M -$501K -10,047 -13%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$3.39M +$90.5K +1,816 +3%
ACM
59
Azimuth Capital Management
Michigan
$3.27M +$265K +5,323 +9%
BPC
60
Banque Pictet & Cie
Switzerland
$3.27M -$25.7M -515,497 -89%
GEM
61
Global Endowment Management
North Carolina
$3.18M
CCM
62
Condor Capital Management
New Jersey
$3.15M +$51.6K +1,036 +2%
HTC
63
Haverford Trust Company
Pennsylvania
$3.13M +$213K +4,278 +7%
AWA
64
Arete Wealth Advisors
Illinois
$2.7M +$128K +2,563 +5%
AIC
65
Ayalon Insurance Company
Israel
$2.69M +$722K +14,491 +39%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.61M +$38.9K +780 +2%
CS
67
Credit Suisse
Switzerland
$2.6M -$616K -12,361 -19%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$2.6M +$2.56M +51,328 New
WIC
69
Whitegate Investment Counselors
New Hampshire
$2.51M +$9.96K +200 +0.4%
CIG
70
Consolidated Investment Group
Colorado
$2.49M
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.47M -$778K -15,612 -24%
DG
72
Delek Group
Israel
$2.41M +$158K +3,163 +7%
GG
73
Gofen & Glossberg
Illinois
$2.39M
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.3M -$3.68M -73,957 -62%
MIFH
75
Migdal Insurance & Financial Holdings
Israel
$2.1M

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.