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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
CCT
201
Country Club Trust
Missouri
$365K -$24.1K -460 -6%
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$359K +$59K +1,125 +21%
SCM
203
Stonebridge Capital Management
California
$356K
AIP
204
Almanack Investment Partners
Pennsylvania
$341K -$427K -8,133 -57%
FHC
205
First Heartland Consultants
Missouri
$338K +$33.3K +635 +11%
SAS
206
Stelac Advisory Services
New York
$336K +$322K +6,139 New
AFP
207
Ausdal Financial Partners
Iowa
$320K +$64.3K +1,226 +27%
PP
208
PagnatoKarp Partners
Virginia
$309K +$297K +5,652 New
EDRH
209
Edmond de Rothschild Holding
Switzerland
$307K +$73.5K +1,400 +33%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$306K +$1.73K +33 +0.6%
TCM
211
Tradition Capital Management
New Jersey
$304K
IWM
212
IHT Wealth Management
Illinois
$300K -$28.2K -537 -9%
MCM
213
Mengis Capital Management
Oregon
$292K +$10.5K +201 +4%
RCA
214
Rex Capital Advisors
Rhode Island
$289K -$603K -11,495 -69%
BUB
215
BBVA USA Bancshares
Texas
$282K
HCIA
216
Hochman Cole Investment Advisors
Illinois
$280K +$63.6K +1,212 +31%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$275K -$2.52K -48 -0.9%
FPS
218
Fieldpoint Private Securities
Connecticut
$272K +$261K +4,969 New
FWM
219
Frontier Wealth Management
Missouri
$268K
ASN
220
Advisory Services Network
Georgia
$259K -$696K -13,265 -74%
LNC
221
Lincoln National Corp
Pennsylvania
$250K +$19.8K +378 +9%
GA
222
Geller Advisors
New York
$249K +$3.73K +71 +2%
AWA
223
Arete Wealth Advisors
Illinois
$248K -$5.98K -114 -2%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$248K +$15.1K +287 +7%
DC
225
Davenport & Co
Virginia
$245K -$70.8K -1,349 -23%

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.