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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
WS
176
Wedbush Securities
California
$216K +$213K +4,268 New
BWM
177
BigSur Wealth Management
Florida
$212K +$209K +4,196 New
KPW
178
Kore Private Wealth
New York
$208K +$84.6K +1,698 +70%
CGA
179
Crescent Grove Advisors
Illinois
$205K -$498K -9,988 -71%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$198K -$137K -2,740 -41%
CFGS
181
Concourse Financial Group Securities
Alabama
$197K +$58.7K +1,179 +43%
SWM
182
SeaCrest Wealth Management
New York
$187K -$1.99K -40 -1%
TC
183
Truvestments Capital
Florida
$160K +$157K +3,157 New
UBS AM
184
UBS AM
Illinois
$147K -$24.6K -494 -15%
US Bancorp
185
US Bancorp
Minnesota
$127K -$44.4K -892 -26%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$117K +$115K +2,306 New
BBHC
187
Brown Brothers Harriman & Co
New York
$116K
APA
188
American Portfolios Advisors
New York
$113K
S
189
SignatureFD
Georgia
$110K -$56.2M -1,127,528 -100%
SFG
190
SevenBridge Financial Group
Pennsylvania
$96K -$6.33K -127 -6%
BFEC
191
Benjamin F. Edwards & Company
Missouri
$81K -$31.9K -641 -29%
LFASL
192
Lugano Financial Advisors SA (LFA)
Switzerland
$76K -$480K -9,628 -86%
YWP
193
YorkBridge Wealth Partners
New York
$76K +$249 +5 +0.3%
GSWM
194
Golden State Wealth Management
California
$75K +$73.6K +1,477 New
CFB
195
Cullen/Frost Bankers
Texas
$74K +$73.2K +1,470 New
ESB
196
Essex Savings Bank
Connecticut
$73K
PMFA
197
Plante Moran Financial Advisors
Michigan
$72K
TFGT
198
TS Financial Group (TSFG)
Illinois
$65K +$63.9K +1,282 New
MAM
199
Meeder Asset Management
Ohio
$61K +$60.3K +1,210 New
WCM
200
WealthBridge Capital Management
Ohio
$59K -$6.98K -140 -10%

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.