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WisdomTree Japan Hedged Equity Fund

255 hedge funds and large institutions have $1.55B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $1.17B → $1.55B (+$387M)

11% more funds holding

Funds holding: 229255 (+26)

3.62% more ownership

Funds ownership: 45.97%49.59% (+3.6%)

25% less call options, than puts

Call options by funds: $115M | Put options by funds: $155M

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
54
Increased
80
Reduced
58
Closed
24
Calls
$115M
Puts
$155M
Net Calls
-$39.1M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
151
Tiedemann Advisors
New York
$485K
Simplex Trading
152
Simplex Trading
Illinois
$485K +$73.2K +859 +19%
MCM
153
Mengis Capital Management
Oregon
$457K +$85 +1 +0%
GWM
154
Greenwich Wealth Management
Connecticut
$446K -$54.7K -641 -11%
FCA
155
FLC Capital Advisors
California
$430K
AA
156
Addison Advisors
Vermont
$414K -$34.1K -400 -8%
EGA
157
E&G Advisors
Texas
$413K +$99.3K +1,165 +33%
Truist Financial
158
Truist Financial
North Carolina
$386K -$2.64M -30,905 -88%
UAM
159
Unison Asset Management
Florida
$371K
WS
160
Wedbush Securities
California
$360K +$18.7K +219 +6%
NCM
161
NCM Capital Management
New Jersey
$349K
JCM
162
Janney Capital Management
Pennsylvania
$342K +$17.1K +200 +5%
CHAM
163
Clear Harbor Asset Management
Connecticut
$335K -$25.6K -300 -7%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$324K -$16.4K -192 -5%
PAG
165
Private Advisor Group
New Jersey
$322K +$59.4K +697 +24%
MWM
166
Modera Wealth Management
New Jersey
$320K +$309K +3,626 New
OC
167
Oppenheimer & Co
New York
$320K +$2.9K +34 +0.9%
Franklin Resources
168
Franklin Resources
California
$313K -$4.26K -50 -1%
FIM
169
Freedom Investment Management
Connecticut
$302K -$1.62K -19 -0.6%
TSS
170
Two Sigma Securities
New York
$293K +$283K +3,318 New
SF
171
Synovus Financial
Georgia
$289K +$279K +3,274 New
US Bancorp
172
US Bancorp
Minnesota
$287K
Wolverine Trading
173
Wolverine Trading
Illinois
$287K +$277K +3,247 New
SWM
174
Spire Wealth Management
Virginia
$284K
LK
175
Lumbard & Kellner
New Hampshire
$283K