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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
IWP
201
Icon Wealth Partners
Texas
$326K -$161K -2,846 -32%
MCM
202
Mengis Capital Management
Oregon
$326K +$19.2K +339 +6%
XS
203
XR Securities
Illinois
$316K +$331K +5,849 New
UBS AM
204
UBS AM
Illinois
$308K -$9.62K -170 -3%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$305K -$57 -1 -0%
WIA
206
Wealthstreet Investment Advisors
Texas
$302K -$17K -300 -5%
HIIFS
207
Harel Insurance Investments & Financial Services
Israel
$296K -$456K -8,055 -59%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$292K
TC
209
Truvestments Capital
Florida
$275K +$288K +5,090 New
CIM
210
Contravisory Investment Management
Massachusetts
$265K
CA
211
Calton & Associates
Florida
$262K +$20K +354 +8%
HIC
212
Holderness Investments Company
North Carolina
$256K +$1.47K +26 +0.6%
GA
213
Geller Advisors
New York
$253K +$5.26K +93 +2%
WS
214
Wedbush Securities
California
$249K +$31.1K +550 +14%
BWM
215
BigSur Wealth Management
Florida
$245K
IWM
216
IHT Wealth Management
Illinois
$242K +$9.62K +170 +4%
RFO
217
RiverGlades Family Offices
Florida
$238K -$7.64K -135 -3%
FTI
218
Fiduciary Trust International
Massachusetts
$223K +$4.64K +82 +2%
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$223K +$233K +4,125 New
DC
220
Davenport & Co
Virginia
$222K -$33.3K -589 -13%
UCFA
221
United Capital Financial Advisors
Texas
$221K +$231K +4,091 New
WLIM
222
White Lighthouse Investment Management
Massachusetts
$212K
US Bancorp
223
US Bancorp
Minnesota
$211K -$59.7K -1,056 -21%
SWM
224
SeaCrest Wealth Management
New York
$205K
RFC
225
Regions Financial Corp
Alabama
$194K

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.