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WisdomTree Japan Hedged Equity Fund

271 hedge funds and large institutions have $1.29B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 107 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $80.4M | Put options by funds: $30.3M

9% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 34

1% more funds holding

Funds holding: 269271 (+2)

1.88% less ownership

Funds ownership: 40.92%39.04% (-1.9%)

19% less capital invested

Capital invested by funds: $1.59B → $1.29B (-$297M)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

49% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 107

Holders
271
Holders Change
+2
Holders Change %
+0.74%
% of All Funds
5.87%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
37
Increased
55
Reduced
107
Closed
34
Calls
$80.4M
Puts
$30.3M
Net Calls
+$50.1M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Liberty Wealth Management
California
$332K +$50 +1 +0%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$331K -$46.3K -929 -12%
MCM
153
Mengis Capital Management
Oregon
$330K +$5.98K +120 +2%
CHAM
154
Clear Harbor Asset Management
Connecticut
$329K -$2.65M -53,210 -89%
SCM
155
Stonebridge Capital Management
California
$329K
FCA
156
FLC Capital Advisors
California
$327K -$148K -2,973 -32%
BUB
157
BBVA USA Bancshares
Texas
$323K
BFS
158
Bradley Foster & Sargent
Connecticut
$310K -$396K -7,955 -57%
RVPG
159
Relative Value Partners Group
$307K -$6.38K -128 -2%
DAM
160
Deltec Asset Management
New York
$304K
VR
161
Viridian RIA
Washington
$303K +$299K +6,000 New
DWT
162
Dorsey & Whitney Trust
South Dakota
$291K
PMG
163
ProVise Management Group
Florida
$289K -$4.38K -88 -2%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$288K +$50 +1 +0%
QIM
165
Quantitative Investment Management
Virginia
$288K +$284K +5,700 New
EVM
166
Eaton Vance Management
Massachusetts
$286K -$47K -944 -14%
SAS
167
Stelac Advisory Services
New York
$285K
TSS
168
Two Sigma Securities
New York
$282K +$278K +5,580 New
CCM
169
Cribstone Capital Management
Maine
$248K -$38.8K -779 -14%
HIC
170
Holderness Investments Company
North Carolina
$245K -$1.1K -22 -0.5%
F
171
F3Logic
Minnesota
$243K +$238K +4,784 New
CCT
172
Country Club Trust
Missouri
$230K -$82.2K -1,650 -27%
FTI
173
Fiduciary Trust International
Massachusetts
$227K +$202K +4,055 +202,750%
OC
174
Oppenheimer & Co
New York
$225K -$13.4K -268 -6%
WIA
175
Wealthstreet Investment Advisors
Texas
$218K

DXJ Hedge Fund Activity: Q1 2019 in Review

271 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2019, worth a combined $1.29B — down 19% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DXJ positions and 34 closed out — a net gain of 3 holders — while 55 added to existing stakes and 107 trimmed.

The largest buyer was Barclays, adding an estimated $10.2M. The largest seller was SignatureFD, cutting an estimated $56.2M.

  • 271 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2019, up from 269 in Q4 2018.
  • Funds reported $1.29B of WisdomTree Japan Hedged Equity Fund stock for Q1 2019, down 19% quarter-over-quarter.
  • 37 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2019 and 34 closed out, a net change of +3 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2019 was Barclays, an estimated $10.2M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2019 was SignatureFD, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2019.