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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
SIA
151
SeaBridge Investment Advisors
New Jersey
$781K -$127K -2,315 -15%
CCMG
152
Clark Capital Management Group
Pennsylvania
$771K +$731K +13,311 New
SF
153
Synovus Financial
Georgia
$733K +$68.7K +1,252 +11%
CGA
154
Crescent Grove Advisors
Illinois
$696K -$380K -6,915 -37%
OC
155
Oarsman Capital
Wisconsin
$676K -$17.8K -325 -3%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$676K +$343K +6,258 +116%
BCM
157
Bluefin Capital Management
New York
$664K
LFASL
158
Lugano Financial Advisors SA (LFA)
Switzerland
$645K +$48.2K +878 +9%
SCA
159
Snowden Capital Advisors
New York
$638K -$681K -12,409 -53%
MIH
160
Meitav Investment House
Israel
$637K +$90K +1,640 +18%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$618K +$30.2K +550 +5%
IFWM
162
Institute for Wealth Management
Colorado
$617K -$1.43K -26 -0.2%
MML Investors Services
163
MML Investors Services
Massachusetts
$597K +$210K +3,831 +59%
AC
164
Abbrea Capital
California
$565K -$298K -5,425 -36%
CCM
165
Cribstone Capital Management
Maine
$537K
KAS
166
Kemnay Advisory Services
New York
$536K
GIM
167
Guild Investment Management
California
$535K +$507K +9,230 New
PP
168
PagnatoKarp Partners
Virginia
$525K
EVM
169
Eaton Vance Management
Massachusetts
$505K
VWM
170
Venturi Wealth Management
Texas
$505K +$472K +8,600 New
MA
171
Mutual Advisors
Nebraska
$502K
SSWM
172
Sheets Smith Wealth Management
North Carolina
$500K -$57.5K -1,047 -11%
CC
173
Callan Capital
California
$488K
KHLMVGHM
174
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$486K
SAS
175
Stelac Advisory Services
New York
$469K

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.