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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
VR
201
Viridian RIA
Washington
$301K +$285K +5,200 New
TC
202
Truvestments Capital
Florida
$299K +$3.35K +61 +1%
HIC
203
Holderness Investments Company
North Carolina
$273K -$1.76K -32 -0.7%
WS
204
Wedbush Securities
California
$268K
VF
205
Virtu Financial
New York
$256K +$242K +4,412 New
IWM
206
IHT Wealth Management
Illinois
$255K -$4.61K -84 -2%
RFO
207
RiverGlades Family Offices
Florida
$248K -$7.14K -130 -3%
BWM
208
BigSur Wealth Management
Florida
$243K -$18.9K -345 -8%
FTI
209
Fiduciary Trust International
Massachusetts
$240K
LNC
210
Lincoln National Corp
Pennsylvania
$239K -$299K -5,454 -57%
BJL
211
Brighton Jones LLC
Washington
$239K +$227K +4,131 New
SC
212
Slow Capital
California
$232K +$220K +4,012 New
WLIM
213
White Lighthouse Investment Management
Massachusetts
$228K
GAM
214
Gemmer Asset Management
California
$228K +$209K +3,813 +3,125%
DC
215
Davenport & Co
Virginia
$223K -$15K -274 -7%
SWM
216
SeaCrest Wealth Management
New York
$220K
CWM
217
Circle Wealth Management
New Jersey
$212K -$154K -2,800 -43%
US Bancorp
218
US Bancorp
Minnesota
$211K -$15.4K -280 -7%
BTS
219
BB&T Securities
Virginia
$207K -$2.56M -46,669 -93%
BRWA
220
B. Riley Wealth Advisors
Florida
$206K +$194K +3,540 New
AFP
221
Ausdal Financial Partners
Iowa
$205K +$194K +3,534 New
BOTW
222
Bank of the West
California
$203K +$192K +3,500 New
FHB
223
First Hawaiian Bank
Hawaii
$178K +$169K +3,080 New
SPIA
224
Steward Partners Investment Advisory
New York
$163K -$26.5K -482 -15%
SWP
225
Stratos Wealth Partners
Ohio
$155K +$146K +2,667 New

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.