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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
ASN
201
Advisory Services Network
Georgia
$59K
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$57K -$1.05K -21 -2%
BBPWM
203
Blue Bell Private Wealth Management
Pennsylvania
$56K
GRP
204
Global Retirement Partners
California
$56K
IA
205
IFP Advisors
Florida
$56K +$15.2K +306 +39%
EWA
206
Evolution Wealth Advisors
Florida
$48K -$88.2K -1,770 -65%
CFN
207
Cordasco Financial Network
Florida
$45K
Fidelity Investments
208
Fidelity Investments
Massachusetts
$45K +$3.79K +76 +9%
TRCT
209
Tower Research Capital (TRC)
New York
$44K +$32.3K +648 +297%
LC
210
Lindbrook Capital
California
$42K
WT
211
Whittier Trust
California
$42K
ME
212
McIlrath & Eck
Washington
$40K
CAM
213
Cresset Asset Management
Illinois
$38K +$50 +1 +0.1%
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
$37K
CIAS
215
Capital Investment Advisory Services
North Carolina
$34K -$12.8K -256 -27%
BFC
216
Bedel Financial Consulting
Indiana
$34K
IWP
217
Icon Wealth Partners
Texas
$31K +$30.9K +620 New
LYV
218
Live Your Vision
Pennsylvania
$29K +$27.6K +554 New
SQA
219
Simon Quick Advisors
New Jersey
$26K
PWMG
220
Prestige Wealth Management Group
New Jersey
$25K
DBT
221
Dubuque Bank & Trust
Iowa
$23K
NSIM
222
North Star Investment Management
Illinois
$23K
BWM
223
Baystate Wealth Management
Massachusetts
$21K -$41.7K -836 -67%
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$21K -$1.5K -30 -7%
BDWM
225
Brewin Dolphin Wealth Management
Ireland
$20.2K

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.