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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
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$1.32M
SCA
127
Snowden Capital Advisors
New York
$1.26M -$120K -2,122 -8%
IIA
128
IPG Investment Advisors
California
$1.21M -$22.6K -400 -2%
William Blair & Company
129
William Blair & Company
Illinois
$1.18M +$164K +2,893 +15%
IAA
130
Ironsides Asset Advisors
North Carolina
$1.17M -$2.58M -45,600 -68%
Stifel Financial
131
Stifel Financial
Missouri
$1.14M -$105K -1,855 -8%
CT
132
Cambridge Trust
Massachusetts
$1.13M -$120K -2,118 -9%
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.13M +$94.3K +1,667 +9%
BFS
134
Bradley Foster & Sargent
Connecticut
$1.12M -$881K -15,570 -43%
SCI
135
S&CO Inc
Massachusetts
$1.08M
CGH
136
Crossmark Global Holdings
Texas
$1.06M -$162K -2,870 -13%
CGA
137
Crescent Grove Advisors
Illinois
$1.02M
RJFSA
138
Raymond James Financial Services Advisors
Florida
$1.02M -$739K -13,055 -41%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.01M -$35K -619 -3%
CG
140
Caprock Group
Idaho
$1M
EAMA
141
EFG Asset Management (Americas)
Florida
$1M +$133K +2,357 +15%
JG
142
Jefferies Group
New York
$980K
GC
143
Gruss & Co
Florida
$945K -$5.66M -100,000 -85%
FAAS
144
First Allied Advisory Services
California
$924K -$11.2K -198 -1%
MC
145
Moors & Cabot
Massachusetts
$900K -$11.5K -204 -1%
EWM
146
Edge Wealth Management
New York
$860K +$79.7K +1,409 +10%
SIA
147
SeaBridge Investment Advisors
New Jersey
$852K
CLOS
148
Compagnie Lombard Odier SCmA
Switzerland
$826K
KCM
149
Kanawha Capital Management
Virginia
$823K -$5.66K -100 -0.7%
AC
150
Abbrea Capital
California
$819K -$198K -3,502 -19%

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.