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WisdomTree Japan Hedged Equity Fund

313 hedge funds and large institutions have $3.03B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 119 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $537M | Put options by funds: $224M

5% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 37

0.8% more ownership

Funds ownership: 53.29%54.09% (+0.8%)

0% more funds holding

Funds holding: 312313 (+1)

5% less capital invested

Capital invested by funds: $3.21B → $3.03B (-$175M)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

42% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 119

Holders
313
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.62%
New
39
Increased
69
Reduced
119
Closed
37
Calls
$537M
Puts
$224M
Net Calls
+$313M
Net Calls Change
+$480M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
176
Wellington Shields Capital Management
New York
$468K
Creative Planning
177
Creative Planning
Kansas
$451K -$5.82K -106 -1%
N
178
Natixis
France
$448K -$4.88M -88,946 -92%
PGA
179
Premia Global Advisors
Florida
$446K -$29.9K -544 -7%
MFW
180
Meristem Family Wealth
Minnesota
$430K
FNT
181
First National Trust
Pennsylvania
$429K -$30K -547 -7%
M&T Bank
182
M&T Bank
New York
$427K +$51.8K +943 +15%
RE
183
RBC Europe
United Kingdom
$423K -$91.5K -1,667 -19%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$417K -$98.2K -1,789 -20%
BWP
185
Baldwin Wealth Partners
Massachusetts
$395K
AG
186
Advisor Group
Arizona
$378K -$125K -2,278 -26%
SCM
187
Stonebridge Capital Management
California
$377K
BUB
188
BBVA USA Bancshares
Texas
$370K
CA
189
Calton & Associates
Florida
$363K +$84.3K +1,536 +32%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$357K +$22.4K +408 +7%
MCM
191
Mengis Capital Management
Oregon
$356K +$6.04K +110 +2%
CCT
192
Country Club Trust
Missouri
$352K -$5.49K -100 -2%
RVPG
193
Relative Value Partners Group
$350K -$14.8K -270 -4%
DAM
194
Deltec Asset Management
New York
$348K -$54.9K -1,000 -14%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$348K -$7.96K -145 -2%
HB
196
Homrich & Berg
Georgia
$345K -$28K -511 -8%
XS
197
XR Securities
Illinois
$339K
PMG
198
ProVise Management Group
Florida
$336K +$4.94K +90 +2%
WIA
199
Wealthstreet Investment Advisors
Texas
$336K +$11K +200 +4%
UBS AM
200
UBS AM
Illinois
$320K -$10.8K -197 -3%

DXJ Hedge Fund Activity: Q3 2018 in Review

313 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2018, worth a combined $3.03B — down 5.4% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DXJ positions and 37 closed out — a net gain of 2 holders — while 69 added to existing stakes and 119 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $128M. The largest seller was TD Asset Management, exiting entirely with an estimated $180M sold.

  • 313 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2018, up from 312 in Q2 2018.
  • Funds reported $3.03B of WisdomTree Japan Hedged Equity Fund stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 39 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2018 and 37 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2018 was Bank of Nova Scotia, an estimated $128M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2018 was TD Asset Management, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2018.