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WisdomTree Japan Hedged Equity Fund

315 hedge funds and large institutions have $4.14B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

9% more capital invested

Capital invested by funds: $3.79B → $4.14B (+$353M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

9% more call options, than puts

Call options by funds: $404M | Put options by funds: $372M

0.68% more ownership

Funds ownership: 47.83%48.51% (+0.68%)

5% less funds holding

Funds holding: 330315 (-15)

10% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 50

Holders
315
Holders Change
-15
Holders Change %
-4.55%
% of All Funds
7.84%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.87%
New
45
Increased
124
Reduced
104
Closed
50
Calls
$404M
Puts
$372M
Net Calls
+$32.2M
Net Calls Change
-$101M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
RWA Wealth Partners
Massachusetts
$6.1M +$5.83M +114,381 +1,878%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$6.09M
MIFH
78
Migdal Insurance & Financial Holdings
Israel
$6.05M +$2.37M +46,415 +64%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$5.81M -$1.98M -38,908 -25%
SPIA
80
Steward Partners Investment Advisory
New York
$5.79M +$5.83M +114,481 New
PPA
81
Parametric Portfolio Associates
Washington
$5.79M -$495K -9,719 -8%
G
82
GenTrust
Florida
$5.75M +$40.3K +791 +0.7%
LA
83
LVW Advisors
New York
$5.75M -$4.24M -83,278 -42%
Brown Advisory
84
Brown Advisory
Maryland
$5.49M +$1.14M +22,325 +26%
CA
85
Cumberland Advisors
Florida
$5.42M +$879K +17,240 +19%
BHB
86
Bank Hapoalim BM
Israel
$5.42M -$250K -4,910 -4%
AP
87
Agilis Partners
Massachusetts
$5.37M -$35.8K -702 -0.7%
EGA
88
Eagle Global Advisors
Texas
$5.31M -$2.79M -54,650 -34%
RJT
89
Raymond James Trust
Florida
$5.22M -$1.94K -38 -0%
VCM
90
Versant Capital Management
Arizona
$5.17M +$122K +2,392 +2%
CCM
91
Cribstone Capital Management
Maine
$4.8M -$2.24M -43,887 -31%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$4.78M -$1.29M -25,229 -21%
SC
93
Scotia Capital
Ontario, Canada
$4.64M +$1.64M +32,137 +54%
HWA
94
Heritage Wealth Advisors
Virginia
$4.61M +$381K +7,470 +9%
HighTower Advisors
95
HighTower Advisors
Illinois
$4.46M +$1.19M +23,362 +36%
Citadel Advisors
96
Citadel Advisors
Florida
$4.43M +$1.46M +28,555 +48%
AM
97
Account Management
Massachusetts
$4.14M +$915K +17,950 +28%
ACM
98
Azimuth Capital Management
Michigan
$4.14M +$209K +4,110 +5%
RIL
99
Rothschild Investment LLC
Illinois
$3.99M -$7.64K -150 -0.2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$3.98M +$3.82K +75 +0.1%

DXJ Hedge Fund Activity: Q1 2017 in Review

315 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2017, worth a combined $4.14B — up 9.3% from $3.79B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 45 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 124 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $171M. The largest seller was Investure LLC, exiting entirely with an estimated $104M sold.

  • 315 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2017, down from 330 in Q4 2016.
  • Funds reported $4.14B of WisdomTree Japan Hedged Equity Fund stock for Q1 2017, up 9.3% quarter-over-quarter.
  • 45 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2017 and 50 closed out, a net change of -5 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2017 was Bank of Nova Scotia, an estimated $171M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2017 was Investure LLC, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.