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WisdomTree Japan Hedged Equity Fund

312 hedge funds and large institutions have $3.21B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

0.43% more ownership

Funds ownership: 52.86%53.29% (+0.43%)

5% less funds holding

Funds holding: 329312 (-17)

10% less capital invested

Capital invested by funds: $3.56B → $3.21B (-$349M)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

67% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $248M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
7.14%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.73%
New
25
Increased
91
Reduced
114
Closed
39
Calls
$80.7M
Puts
$248M
Net Calls
-$167M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
101
Whitegate Investment Counselors
New Hampshire
$2.96M -$39.6K -700 -1%
BTS
102
BB&T Securities
Virginia
$2.71M -$180K -3,189 -6%
HTC
103
Haverford Trust Company
Pennsylvania
$2.67M +$2.79M +49,381 New
Ameriprise
104
Ameriprise
Minnesota
$2.66M -$24.7K -436 -0.9%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.66M +$2.24M +39,628 +412%
CIG
106
Consolidated Investment Group
Colorado
$2.65M
GG
107
Gofen & Glossberg
Illinois
$2.56M -$19.8K -350 -0.7%
BHB
108
Bank Hapoalim BM
Israel
$2.49M -$354K -6,256 -12%
OC
109
Oppenheimer & Co
New York
$2.45M +$1.04M +18,316 +68%
AWA
110
Arete Wealth Advisors
Illinois
$2.35M +$101K +1,779 +4%
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$2.24M
Northern Trust
112
Northern Trust
Illinois
$2.24M +$132K +2,334 +6%
CIA
113
Capital Investment Advisors
Georgia
$2.23M -$92.6K -1,637 -4%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$2.15M +$32.1K +568 +1%
VAS
115
Valicenti Advisory Services
New York
$2.11M +$82K +1,450 +4%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$2.08M -$472K -8,335 -18%
GA
117
GFS Advisors
Texas
$2M -$70.7K -1,250 -3%
EA
118
Edge Advisors
Georgia
$1.91M
FPS
119
Fieldpoint Private Securities
Connecticut
$1.82M +$123K +2,167 +7%
BPCE
120
Bank Pictet & Cie (Europe)
Germany
$1.75M
BCA
121
Benchmark Capital Advisors
New York
$1.73M -$164K -2,900 -8%
AIC
122
Ayalon Insurance Company
Israel
$1.57M +$871K +15,387 +112%
Bessemer Group
123
Bessemer Group
New Jersey
$1.57M +$1.13M +20,000 +221%
AIIMS
124
Analyst IMS Investment Management Services
Israel
$1.54M
BP
125
BBR Partners
New York
$1.33M +$1.39M +24,587 New

DXJ Hedge Fund Activity: Q2 2018 in Review

312 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2018, worth a combined $3.21B — down 9.8% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DXJ and 25 opened new positions — a net loss of 14 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $140M.

  • 312 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2018, down from 329 in Q1 2018.
  • Funds reported $3.21B of WisdomTree Japan Hedged Equity Fund stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 25 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2018 and 39 closed out, a net change of -14 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2018 was Bank of Nova Scotia, an estimated $289M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2018 was Bank of America, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.