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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$3.98M +$3.81M +72,662 New
FF
102
Friedenthal Financial
New Jersey
$3.96M -$565K -10,773 -13%
AllianceBernstein
103
AllianceBernstein
Tennessee
$3.95M +$3.79M +72,172 New
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$3.65M +$183K +3,485 +6%
TWA
105
Tillar-Wenstrup Advisors
Ohio
$3.62M -$90.3K -1,722 -3%
B
106
Bellecapital
Switzerland
$3.19M -$3.32M -63,353 -52%
CCM
107
Condor Capital Management
New Jersey
$3.16M +$34.3K +653 +1%
RG
108
Rathbones Group
United Kingdom
$2.97M
Mariner
109
Mariner
Kansas
$2.92M +$100K +1,915 +4%
WIC
110
Whitegate Investment Counselors
New Hampshire
$2.88M +$435K +8,300 +19%
BTIS
111
BB&T Investment Services
North Carolina
$2.78M +$162K +3,097 +6%
CIAS
112
Capital Investment Advisory Services
North Carolina
$2.77M +$243K +4,629 +10%
ACM
113
Azimuth Capital Management
Michigan
$2.72M -$1.76M -33,560 -40%
CIG
114
Consolidated Investment Group
Colorado
$2.69M
Simplex Trading
115
Simplex Trading
Illinois
$2.62M +$2.52M +47,935 New
CIA
116
Capital Investment Advisors
Georgia
$2.62M -$133K -2,542 -5%
Citadel Advisors
117
Citadel Advisors
Florida
$2.6M +$2.49M +47,509 New
GG
118
Gofen & Glossberg
Illinois
$2.55M +$254K +4,850 +12%
IP
119
Intellectus Partners
California
$2.46M +$233K +4,446 +11%
Northern Trust
120
Northern Trust
Illinois
$2.16M +$86.2K +1,643 +4%
Creative Planning
121
Creative Planning
Kansas
$2.13M +$1.71M +32,644 +516%
GAM
122
Gemmer Asset Management
California
$2.12M -$46K -877 -2%
AM
123
Account Management
Massachusetts
$2.09M -$93.1K -1,775 -4%
TAS
124
TIFF Advisory Services
Pennsylvania
$2.09M +$2.01M +38,250 New
RJFSA
125
Raymond James Financial Services Advisors
Florida
$2.09M +$878K +16,731 +78%

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.