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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
CA
151
Calton & Associates
Florida
$355K +$71.8K +1,376 +22%
VHAM
152
Van Hulzen Asset Management
California
$351K +$395K +7,575 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$347K +$76.6K +1,467 +24%
MFW
154
Meristem Family Wealth
Minnesota
$344K
FNT
155
First National Trust
Pennsylvania
$343K
RE
156
RBC Europe
United Kingdom
$339K
SIA
157
SeaBridge Investment Advisors
New Jersey
$337K -$324K -6,200 -46%
AG
158
Advisor Group
Arizona
$327K +$27K +518 +8%
HF
159
HRT Financial
New York
$322K -$713K -13,661 -66%
BWP
160
Baldwin Wealth Partners
Massachusetts
$316K
BCM
161
Bluefin Capital Management
New York
$314K -$245K -4,700 -41%
VCM
162
Vivaldi Capital Management
Illinois
$313K +$352K +6,739 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$310K -$27K -518 -7%
EVM
164
Eaton Vance Management
Massachusetts
$306K -$110K -2,109 -24%
MA
165
Mutual Advisors
Nebraska
$305K -$109K -2,090 -24%
LWM
166
Liberty Wealth Management
California
$304K +$342K +6,561 New
SCM
167
Stonebridge Capital Management
California
$302K
MCM
168
Mengis Capital Management
Oregon
$297K +$13.1K +251 +4%
BUB
169
BBVA USA Bancshares
Texas
$296K
RVPG
170
Relative Value Partners Group
$287K +$7.31K +140 +2%
AC
171
Abbrea Capital
California
$286K -$187K -3,585 -37%
CCT
172
Country Club Trust
Missouri
$286K +$5.48K +105 +2%
SAS
173
Stelac Advisory Services
New York
$285K -$102K -1,960 -24%
DAM
174
Deltec Asset Management
New York
$278K
Wolverine Trading
175
Wolverine Trading
Illinois
$273K -$1.48M -28,361 -83%