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WisdomTree Japan Hedged Equity Fund

312 hedge funds and large institutions have $3.21B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 2632 (+6)

0.43% more ownership

Funds ownership: 52.86%53.29% (+0.43%)

5% less funds holding

Funds holding: 329312 (-17)

10% less capital invested

Capital invested by funds: $3.56B → $3.21B (-$349M)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

67% less call options, than puts

Call options by funds: $80.7M | Put options by funds: $248M

Holders
312
Holders Change
-17
Holders Change %
-5.17%
% of All Funds
7.14%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.73%
New
25
Increased
91
Reduced
114
Closed
39
Calls
$80.7M
Puts
$248M
Net Calls
-$167M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
176
Eaton Vance Management
Massachusetts
$470K -$1.48M -26,245 -75%
MA
177
Mutual Advisors
Nebraska
$467K
CC
178
Callan Capital
California
$455K
PGA
179
Premia Global Advisors
Florida
$445K
BFEC
180
Benjamin F. Edwards & Company
Missouri
$441K -$67.6K -1,195 -13%
SAS
181
Stelac Advisory Services
New York
$437K
WSCM
182
Wellington Shields Capital Management
New York
$436K +$8.49K +150 +2%
FNT
183
First National Trust
Pennsylvania
$429K +$64.3K +1,136 +17%
Creative Planning
184
Creative Planning
Kansas
$426K +$16.3K +288 +4%
MFW
185
Meristem Family Wealth
Minnesota
$400K +$420K +7,415 New
BCP
186
Blackhawk Capital Partners
Wisconsin
$385K
DAM
187
Deltec Asset Management
New York
$378K
HF
188
HRT Financial
New York
$371K +$389K +6,884 New
Marshall Wace
189
Marshall Wace
United Kingdom
$369K +$387K +6,834 New
BWP
190
Baldwin Wealth Partners
Massachusetts
$368K
MML Investors Services
191
MML Investors Services
Massachusetts
$349K -$305K -5,395 -45%
HB
192
Homrich & Berg
Georgia
$349K -$5.43K -96 -1%
M&T Bank
193
M&T Bank
New York
$348K -$12.6K -222 -3%
CWM
194
Circle Wealth Management
New Jersey
$348K +$4.07K +72 +1%
SCM
195
Stonebridge Capital Management
California
$344K
BUB
196
BBVA USA Bancshares
Texas
$344K +$72.3K +1,277 +25%
RVPG
197
Relative Value Partners Group
$341K +$5.32K +94 +2%
CCT
198
Country Club Trust
Missouri
$334K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$332K -$25.5K -451 -7%
PAM
200
Peak Asset Management
Colorado
$327K -$57.3K -1,013 -14%

DXJ Hedge Fund Activity: Q2 2018 in Review

312 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2018, worth a combined $3.21B — down 9.8% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of DXJ and 25 opened new positions — a net loss of 14 holders — while 114 trimmed existing stakes and 91 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $140M.

  • 312 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2018, down from 329 in Q1 2018.
  • Funds reported $3.21B of WisdomTree Japan Hedged Equity Fund stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 25 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2018 and 39 closed out, a net change of -14 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2018 was Bank of Nova Scotia, an estimated $289M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2018 was Bank of America, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.