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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
MFW
126
Meristem Family Wealth
Minnesota
$361K
SIA
127
SeaBridge Investment Advisors
New Jersey
$354K
FAAS
128
First Allied Advisory Services
California
$350K -$48K -962 -12%
Creative Planning
129
Creative Planning
Kansas
$346K +$1.05K +21 +0.3%
RE
130
RBC Europe
United Kingdom
$338K -$17.5K -350 -5%
BWP
131
Baldwin Wealth Partners
Massachusetts
$332K
WLIM
132
White Lighthouse Investment Management
Massachusetts
$331K
MCM
133
Mengis Capital Management
Oregon
$330K +$12.6K +252 +4%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328K -$2.24M -44,856 -87%
FCA
135
FLC Capital Advisors
California
$323K +$848 +17 +0.3%
CHAM
136
Clear Harbor Asset Management
Connecticut
$317K
RJFSA
137
Raymond James Financial Services Advisors
Florida
$311K -$260K -5,219 -45%
BUB
138
BBVA USA Bancshares
Texas
$311K
William Blair & Company
139
William Blair & Company
Illinois
$310K -$387K -7,759 -55%
LWM
140
Liberty Wealth Management
California
$298K -$21.7K -435 -7%
HIIFS
141
Harel Insurance Investments & Financial Services
Israel
$297K -$214K -4,301 -41%
DAM
142
Deltec Asset Management
New York
$292K
BSW
143
Buckingham Strategic Wealth
Missouri
$291K +$298K +5,985 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$283K -$36.4K -730 -11%
DWT
145
Dorsey & Whitney Trust
South Dakota
$280K
FIM
146
Freedom Investment Management
Connecticut
$279K +$286K +5,739 New
PMG
147
ProVise Management Group
Florida
$278K
SSWM
148
Sheets Smith Wealth Management
North Carolina
$278K +$249 +5 +0.1%
SAS
149
Stelac Advisory Services
New York
$269K -$30.4K -609 -10%
RVPG
150
Relative Value Partners Group
$265K -$30.2K -605 -10%

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.