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WisdomTree Japan Hedged Equity Fund

237 hedge funds and large institutions have $1.04B invested in WisdomTree Japan Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 104 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 39.04%35.74% (-3.3%)

13% less funds holding

Funds holding: 271237 (-34)

19% less capital invested

Capital invested by funds: $1.29B → $1.04B (-$249M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

37% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $56.1M

51% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 104

64% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 50

Holders
237
Holders Change
-34
Holders Change %
-12.55%
% of All Funds
5.15%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
18
Increased
51
Reduced
104
Closed
50
Calls
$35.4M
Puts
$56.1M
Net Calls
-$20.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
Optimum Investment Advisors
Illinois
$12K
TRCT
202
Tower Research Capital (TRC)
New York
$11K -$32K -641 -74%
SIM
203
Sonora Investment Management
Arizona
$11K +$11K +221 New
AIC
204
Archer Investment Corporation
Indiana
$10K +$9.97K +200 New
NFG
205
Next Financial Group
Texas
$10K +$9.97K +200 New
PFGIA
206
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$1.6K +32 +21%
FHA
207
Flagship Harbor Advisors
Massachusetts
$7K -$6.23K -125 -44%
AA
208
AlphaMark Advisors
Kentucky
$7K
RBC
209
Roble Belko & Company
Pennsylvania
$7K
RFA
210
Reilly Financial Advisors
California
$7K +$7.18K +144 New
GEA
211
Glen Eagle Advisors
New Jersey
$6.09K
Federated Hermes
212
Federated Hermes
Pennsylvania
$6K -$4.19K -84 -43%
BWA
213
BDO Wealth Advisors
Florida
$6K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$6K
WCG
215
Weaver Consulting Group
California
$6K
HI
216
Hudock Inc
Pennsylvania
$6K +$50 +1 +0.8%
FPS
217
Fieldpoint Private Securities
Connecticut
$5K -$1.2M -24,133 -100%
CAC
218
Certified Advisory Corp
Florida
$5K
TFS
219
TrustCore Financial Services
Tennessee
$5K
Parallax Volatility Advisers
220
Parallax Volatility Advisers
California
$5K +$4.64K +93 +9,300%
AIM
221
Arcadia Investment Management
Michigan
$5K +$4.99K +100 New
VRM
222
Vectors Research Management
New York
$4K
CIAS
223
Capital Investment Advisory Services
North Carolina
$3K -$30.5K -611 -90%
HGWM
224
Harvest Group Wealth Management
Massachusetts
$3K -$748 -15 -17%
MRCM
225
M&R Capital Management
New Jersey
$3K

DXJ Hedge Fund Activity: Q2 2019 in Review

237 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2019, worth a combined $1.04B — down 19% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of DXJ and 18 opened new positions — a net loss of 32 holders — while 104 trimmed existing stakes and 51 added.

The largest buyer was Psagot Value Holdings, adding an estimated $31M. The largest seller was Goldman Sachs, cutting an estimated $73.8M.

  • 237 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2019, down from 271 in Q1 2019.
  • Funds reported $1.04B of WisdomTree Japan Hedged Equity Fund stock for Q2 2019, down 19% quarter-over-quarter.
  • 18 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2019 and 50 closed out, a net change of -32 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2019 was Psagot Value Holdings, an estimated $31M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $73.8M sold.

Based on aggregated 13F filings for Q2 2019.