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WisdomTree Japan Hedged Equity Fund

313 hedge funds and large institutions have $3.03B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $537M | Put options by funds: $224M

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0.8% more ownership

Funds ownership: 53.29%54.09% (+0.8%)

0% more funds holding

Funds holding: 312313 (+1)

5% less capital invested

Capital invested by funds: $3.21B → $3.03B (-$175M)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

42% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 119

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.62%
New
39
Increased
69
Reduced
119
Closed
37
Calls
$537M
Puts
$224M
Net Calls
+$313M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$1.27M +$40.4K +736 +3%
GA
127
GFS Advisors
Texas
$1.26M -$840K -15,300 -41%
IAA
128
Ironsides Asset Advisors
North Carolina
$1.25M
Cerity Partners
129
Cerity Partners
New York
$1.22M +$400K +7,285 +53%
HF
130
HRT Financial
New York
$1.19M +$753K +13,721 +199%
CT
131
Cambridge Trust
Massachusetts
$1.18M -$29K -529 -3%
SCI
132
S&CO Inc
Massachusetts
$1.16M
FAAS
133
First Allied Advisory Services
California
$1.14M +$135K +2,465 +14%
CGH
134
Crossmark Global Holdings
Texas
$1.11M -$18.2K -332 -2%
EAMA
135
EFG Asset Management (Americas)
Florida
$1.1M +$22.5K +410 +2%
CG
136
Caprock Group
Idaho
$1.08M
BCI
137
Brinker Capital Investments
Pennsylvania
$1.05M -$26.2K -478 -3%
P3I
138
Progeny 3 Inc
Washington
$1M +$950K +17,300 New
PAS
139
Partnervest Advisory Services
California
$979K +$252K +4,588 +37%
MC
140
Moors & Cabot
Massachusetts
$926K -$40.8K -744 -4%
EWM
141
Edge Wealth Management
New York
$918K -$5.49K -100 -0.6%
CLOS
142
Compagnie Lombard Odier SCmA
Switzerland
$886K
KWM
143
Kingsview Wealth Management
Oregon
$876K +$830K +15,119 New
MA
144
MYDA Advisors
New York
$869K +$823K +15,000 New
PAG
145
Private Advisor Group
New Jersey
$864K +$268K +4,880 +49%
BFS
146
Bradley Foster & Sargent
Connecticut
$853K -$330K -6,020 -29%
KCM
147
Kanawha Capital Management
Virginia
$850K -$31.6K -575 -4%
WCM
148
Wunderlich Capital Managemnt
Tennessee
$844K +$8.95K +163 +1%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$839K -$516K -9,400 -39%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$803K -$276K -5,028 -27%

DXJ Hedge Fund Activity: Q3 2018 in Review

313 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2018, worth a combined $3.03B — down 5.4% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 37 closed out — a net gain of 2 holders — while 69 added to existing stakes and 119 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $128M. The largest seller was TD Asset Management, exiting entirely with an estimated $180M sold.

  • 313 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2018, up from 312 in Q2 2018.
  • Funds reported $3.03B of WisdomTree Japan Hedged Equity Fund stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2018 and 37 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2018 was Bank of Nova Scotia, an estimated $128M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2018 was TD Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2018.