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WisdomTree Japan Hedged Equity Fund

269 hedge funds and large institutions have $1.59B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 124 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.17% less ownership

Funds ownership: 54.09%40.92% (-13%)

14% less funds holding

Funds holding: 313269 (-44)

20% less call options, than puts

Call options by funds: $117M | Put options by funds: $148M

48% less capital invested

Capital invested by funds: $3.03B → $1.59B (-$1.44B)

48% less funds holding in top 10

Funds holding in top 10: 2714 (-13)

54% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 76

60% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 124

Holders
269
Holders Change
-44
Holders Change %
-14.06%
% of All Funds
5.99%
Holding in Top 10
14
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-48.15%
% of All Funds
0.31%
New
35
Increased
49
Reduced
124
Closed
76
Calls
$117M
Puts
$148M
Net Calls
-$30.2M
Net Calls Change
-$343M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
126
Raymond James Financial Services Advisors
Florida
$643K +$522 +10 +0.1%
William Blair & Company
127
William Blair & Company
Illinois
$619K -$806K -15,437 -54%
HB
128
Homrich & Berg
Georgia
$610K +$375K +7,193 +121%
SF
129
Synovus Financial
Georgia
$588K +$1.98K +38 +0.3%
PAS
130
Partnervest Advisory Services
California
$565K -$245K -4,703 -28%
MC
131
Moors & Cabot
Massachusetts
$565K -$194K -3,719 -23%
HCA
132
Harbour Capital Advisors
Virginia
$535K +$601K +11,524 New
KWM
133
Kingsview Wealth Management
Oregon
$528K -$195K -3,730 -25%
OC
134
Oarsman Capital
Wisconsin
$521K -$22.2K -425 -4%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$513K -$180K -3,440 -24%
IFWM
136
Institute for Wealth Management
Colorado
$508K +$11.9K +228 +2%
JFL
137
Jarislowsky, Fraser Ltd
Quebec, Canada
$475K +$535K +10,255 New
Q
138
QVR
California
$473K +$532K +10,200 New
MML Investors Services
139
MML Investors Services
Massachusetts
$466K -$13.2K -253 -2%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$444K -$57.1K -1,095 -10%
FAAS
141
First Allied Advisory Services
California
$439K -$533K -10,219 -52%
FCA
142
FLC Capital Advisors
California
$438K +$492K +9,436 New
WSCM
143
Wellington Shields Capital Management
New York
$437K +$70.4K +1,350 +17%
KAS
144
Kemnay Advisory Services
New York
$429K
Creative Planning
145
Creative Planning
Kansas
$422K +$68.1K +1,305 +17%
MIH
146
Meitav Investment House
Israel
$419K -$42.5K -815 -7%
KHLMVGHM
147
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$417K
CC
148
Callan Capital
California
$391K
Allianz Asset Management
149
Allianz Asset Management
Germany
$381K -$1.15M -22,130 -73%
PGA
150
Premia Global Advisors
Florida
$357K