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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
WCM
151
Wunderlich Capital Managemnt
Tennessee
$777K
Cerity Partners
152
Cerity Partners
New York
$741K +$1.3K +23 +0.2%
MIH
153
Meitav Investment House
Israel
$718K -$41.3K -730 -7%
PAS
154
Partnervest Advisory Services
California
$664K -$230K -4,068 -25%
OC
155
Oarsman Capital
Wisconsin
$647K -$19.8K -350 -3%
HCA
156
Harbour Capital Advisors
Virginia
$631K -$19.8K -350 -3%
BCM
157
Bluefin Capital Management
New York
$619K +$648K +11,460 New
SF
158
Synovus Financial
Georgia
$616K -$21K -372 -3%
Simplex Trading
159
Simplex Trading
Illinois
$588K -$4.72M -83,470 -88%
IFWM
160
Institute for Wealth Management
Colorado
$581K -$6.79K -120 -1%
LFASL
161
Lugano Financial Advisors SA (LFA)
Switzerland
$550K +$580K +10,258 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$546K +$92.6K +1,636 +19%
P
163
PhaseCapital
New York
$540K +$563K +9,942 +17,141%
PAG
164
Private Advisor Group
New Jersey
$536K +$38.9K +687 +7%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$522K -$37.1K -655 -6%
LNC
166
Lincoln National Corp
Pennsylvania
$517K -$39.7K -701 -7%
FWM
167
Frontier Wealth Management
Missouri
$508K -$339K -6,000 -39%
CCM
168
Cribstone Capital Management
Maine
$500K -$6.22K -110 -1%
KAS
169
Kemnay Advisory Services
New York
$499K
Wolverine Trading
170
Wolverine Trading
Illinois
$499K
PP
171
PagnatoKarp Partners
Virginia
$489K +$10.2K +180 +2%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$485K -$32.4K -573 -6%
KHLMVGHM
173
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$485K
RE
174
RBC Europe
United Kingdom
$484K
AG
175
Advisor Group
Arizona
$475K -$67.6K -1,194 -12%

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.