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WisdomTree Japan Hedged Equity Fund

269 hedge funds and large institutions have $1.59B invested in WisdomTree Japan Hedged Equity Fund in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 124 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.17% less ownership

Funds ownership: 54.09%40.92% (-13%)

14% less funds holding

Funds holding: 313269 (-44)

20% less call options, than puts

Call options by funds: $117M | Put options by funds: $148M

48% less capital invested

Capital invested by funds: $3.03B → $1.59B (-$1.44B)

48% less funds holding in top 10

Funds holding in top 10: 2714 (-13)

54% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 76

60% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 124

Holders
269
Holders Change
-44
Holders Change %
-14.06%
% of All Funds
5.99%
Holding in Top 10
14
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-48.15%
% of All Funds
0.31%
New
35
Increased
49
Reduced
124
Closed
76
Calls
$117M
Puts
$148M
Net Calls
-$30.2M
Net Calls Change
-$343M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$66K
BWM
202
Baystate Wealth Management
Massachusetts
$62K +$365 +7 +0.6%
WCM
203
WealthBridge Capital Management
Ohio
$62K +$70.2K +1,345 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$61K
ASN
205
Advisory Services Network
Georgia
$54K -$24.5K -470 -29%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$53K -$12K -230 -17%
GRP
207
Global Retirement Partners
California
$52K
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$51K -$17K -325 -23%
CIAS
209
Capital Investment Advisory Services
North Carolina
$43K +$48.8K +936 New
CFN
210
Cordasco Financial Network
Florida
$41K -$5.22K -100 -10%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$39K -$35.1K -673 -45%
WT
212
Whittier Trust
California
$38K -$49.9K -956 -54%
LC
213
Lindbrook Capital
California
$38K +$43.7K +837 New
ME
214
McIlrath & Eck
Washington
$37K
IA
215
IFP Advisors
Florida
$37K +$7.51K +144 +23%
CAM
216
Cresset Asset Management
Illinois
$35K +$39.3K +754 New
HWA
217
Heritage Wealth Advisors
Virginia
$33K -$5.53M -106,059 -99%
BFC
218
Bedel Financial Consulting
Indiana
$31K
MOS
219
MGO One Seven
Ohio
$31K +$35.1K +673 New
SIAS
220
Shine Investment Advisory Services
Colorado
$23K
SQA
221
Simon Quick Advisors
New Jersey
$23K
PWMG
222
Prestige Wealth Management Group
New Jersey
$23K +$26.1K +500 New
DBT
223
Dubuque Bank & Trust
Iowa
$21K -$24.5K -470 -51%
NSIM
224
North Star Investment Management
Illinois
$21K
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$21K