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WisdomTree Japan Hedged Equity Fund
DXJ

Overview Fund Activity

319 hedge funds and large institutions have $6.2B invested in WisdomTree Japan Hedged Equity Fund in 2013 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 124 increasing their positions, 80 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+44
Holders Change %
+16%
% of All Funds
9.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
1.16%
New
86
Increased
124
Reduced
80
Closed
40
Calls
$562M
Puts
$601M
Net Calls
-$39M
Net Calls Change
-$206M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$835M
2
Bank of America
2
Bank of America
North Carolina
$817M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$227M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$47.6M
5
RIG
5
RiverFront Investment Group
Virginia
$76.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.5M
2
GFM
2
Gramercy Funds Management
Connecticut
$915K
3
SFM
3
Soros Fund Management
New York
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$6K
5
BCMU
5
BlueCrest Capital Management (UK)
Guernsey
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$3.87M +$633K +12,446 +20%
IFWM
127
Institute for Wealth Management
Colorado
$3.75M -$493K -9,696 -12%
SAMT
128
Select Asset Management & Trust
Pennsylvania
$3.69M +$3.69M +72,500 New
B
129
Baird
Wisconsin
$3.66M +$2.46M +48,327 +205%
HCMT
130
Highland Capital Management (Texas)
Texas
$3.56M +$3.56M +70,000 New
MCM
131
McMillion Capital Management
North Carolina
$3.25M +$3.25M +63,879 New
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
$3.17M +$206K +4,057 +7%
JWM
133
Jacobus Wealth Management
Wisconsin
$3.06M +$74.5K +1,465 +2%
EIA
134
Edgemoor Investment Advisors
Maryland
$3.03M +$238K +4,680 +9%
BCM
135
Beck Capital Management
Texas
$3.02M +$3.02M +63,497 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$3.01M +$306K +6,015 +11%
CO
137
Caldwell & Orkin
Georgia
$2.97M +$2.97M +58,500 New
US Bancorp
138
US Bancorp
Minnesota
$2.94M -$73.8K -1,452 -2%
CIA
139
Capital Investment Advisors
Georgia
$2.9M +$2.9M +57,074 New
WA
140
WealthTrust-Arizona
Arizona
$2.87M -$155K -3,040 -5%
SFPIA
141
Stevens First Principles Investment Advisors
California
$2.83M -$93.3K -1,835 -3%
SC
142
Scotia Capital
Ontario, Canada
$2.75M -$2.11M -41,569 -44%
STC
143
SEI Trust Company
Pennsylvania
$2.69M +$2.69M +52,830 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$2.63M -$25K -491 -0.9%
MWM
145
Merriman Wealth Management
Washington
$2.55M +$1.71M +33,600 +202%
GCM
146
Glaxis Capital Management
Florida
$2.54M – – –
FI
147
FCM Investments
Texas
$2.54M – – –
AHS
148
Aspiriant Holdings S3
California
$2.53M -$21.4K -420 -0.8%
PRC
149
Platte River Capital
Colorado
$2.53M – – –
AllianceBernstein
150
AllianceBernstein
Tennessee
$2.53M -$157K -3,092 -6%
4 5
6
7 8