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WisdomTree Japan Hedged Equity Fund

237 hedge funds and large institutions have $1.04B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 39.04%35.74% (-3.3%)

13% less funds holding

Funds holding: 271237 (-34)

19% less capital invested

Capital invested by funds: $1.29B → $1.04B (-$249M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $56.1M

51% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 104

64% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 50

Holders
237
Holders Change
-34
Holders Change %
-12.55%
% of All Funds
5.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
18
Increased
51
Reduced
104
Closed
50
Calls
$35.4M
Puts
$56.1M
Net Calls
-$20.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$628K -$147K -2,951 -19%
RFN
102
RDA Financial Network
Iowa
$583K -$45.2K -907 -7%
MC
103
Moors & Cabot
Massachusetts
$571K -$19.2K -386 -3%
N
104
Natixis
France
$567K -$199K -4,000 -26%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$560K -$1.86M -37,399 -76%
CLOS
106
Compagnie Lombard Odier SCmA
Switzerland
$560K -$125K -2,500 -18%
HCA
107
Harbour Capital Advisors
Virginia
$559K -$2.49K -50 -0.4%
BCI
108
Brinker Capital Investments
Pennsylvania
$548K -$31.2K -625 -5%
CG
109
Cutler Group
California
$546K -$369K -7,400 -40%
IFWM
110
Institute for Wealth Management
Colorado
$511K -$22.6K -453 -4%
OC
111
Oarsman Capital
Wisconsin
$506K -$40.9K -820 -7%
Cerity Partners
112
Cerity Partners
New York
$486K -$462K -9,270 -48%
MML Investors Services
113
MML Investors Services
Massachusetts
$479K -$16.8K -337 -3%
SF
114
Synovus Financial
Georgia
$473K +$30K +601 +7%
FWCM
115
Ferguson Wellman Capital Management
Oregon
$465K -$997 -20 -0.2%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$458K -$6.18K -124 -1%
KHLMVGHM
117
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$455K
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$452K +$36.1K +724 +9%
KAS
119
Kemnay Advisory Services
New York
$450K
PAG
120
Private Advisor Group
New Jersey
$435K -$52.3K -1,048 -11%
HB
121
Homrich & Berg
Georgia
$422K +$150 +3 +0%
CC
122
Callan Capital
California
$410K
CA
123
Calton & Associates
Florida
$392K +$2.09K +42 +0.5%
VR
124
Viridian RIA
Washington
$378K +$105K +2,100 +35%
PGA
125
Premia Global Advisors
Florida
$375K

DXJ Hedge Fund Activity: Q2 2019 in Review

237 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2019, worth a combined $1.04B — down 19% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 18 opened new positions — a net loss of 32 holders — while 104 trimmed existing stakes and 51 added.

The largest buyer was Psagot Value Holdings, adding an estimated $31M. The largest seller was Goldman Sachs, cutting an estimated $73.8M.

  • 237 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2019, down from 271 in Q1 2019.
  • Funds reported $1.04B of WisdomTree Japan Hedged Equity Fund stock for Q2 2019, down 19% quarter-over-quarter.
  • 18 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2019 and 50 closed out, a net change of -32 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2019 was Psagot Value Holdings, an estimated $31M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $73.8M sold.

Based on aggregated 13F filings for Q2 2019.