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WisdomTree Japan Hedged Equity Fund

308 hedge funds and large institutions have $4.2B invested in WisdomTree Japan Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

0.85% more ownership

Funds ownership: 50.25%51.1% (+0.85%)

1% more funds holding

Funds holding: 306308 (+2)

1% more capital invested

Capital invested by funds: $4.18B → $4.2B (+$24.4M)

3% less call options, than puts

Call options by funds: $396M | Put options by funds: $410M

7% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 112

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

Holders
308
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
7.68%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.8%
New
39
Increased
104
Reduced
112
Closed
33
Calls
$396M
Puts
$410M
Net Calls
-$13.7M
Net Calls Change
-$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Synovus Financial
Georgia
$645K -$505K -9,622 -45%
VCM
177
Verger Capital Management
North Carolina
$618K +$593K +11,300 New
SSWM
178
Sheets Smith Wealth Management
North Carolina
$606K -$9.39K -179 -2%
DAM
179
Deltec Asset Management
New York
$602K -$2.5M -47,700 -81%
US Bancorp
180
US Bancorp
Minnesota
$591K -$36.6K -697 -6%
IFWM
181
Institute for Wealth Management
Colorado
$578K -$12.9K -245 -2%
Natixis Advisors
182
Natixis Advisors
Massachusetts
$576K -$30.3K -577 -5%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$573K -$14.3K -272 -3%
CCM
184
Cribstone Capital Management
Maine
$570K -$576K -10,981 -51%
UBS AM
185
UBS AM
Illinois
$559K -$1.06M -20,229 -66%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$551K +$26.5K +505 +5%
CA
187
Commerzbank Aktiengesellschaft
Germany
$539K +$517K +9,853 New
Prudential Financial
188
Prudential Financial
New Jersey
$527K -$454K -8,650 -47%
CC
189
Callan Capital
California
$520K +$56.6K +1,079 +13%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$509K -$1.13M -21,484 -70%
KAS
191
Kemnay Advisory Services
New York
$506K
WIC
192
Woodmont Investment Counsel
Tennessee
$503K -$168K -3,200 -26%
ICM
193
Ionic Capital Management
New York
$492K -$682K -13,000 -59%
BAM
194
Belpointe Asset Management
Nevada
$461K +$442K +8,431 New
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$456K -$339K -6,465 -44%
CT
196
Cambridge Trust
Massachusetts
$450K +$157 +3 +0%
WSCM
197
Wellington Shields Capital Management
New York
$439K
CFB
198
Cullen/Frost Bankers
Texas
$418K +$401K +7,636 New
SIA
199
SeaBridge Investment Advisors
New Jersey
$398K
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$379K -$24.4M -465,778 -99%

DXJ Hedge Fund Activity: Q3 2017 in Review

308 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2017, worth a combined $4.2B — up 0.58% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 33 closed out — a net gain of 6 holders — while 104 added to existing stakes and 112 trimmed.

The largest buyer was Castle Hook Partners, opening a new position worth an estimated $48.5M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 308 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2017, up from 306 in Q2 2017.
  • Funds reported $4.2B of WisdomTree Japan Hedged Equity Fund stock for Q3 2017, up 0.58% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2017 and 33 closed out, a net change of +6 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2017 was Castle Hook Partners, an estimated $48.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2017 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2017.