WisdomTree Japan Hedged Financials Fund
DXJF
DXJF was delisted on the 14th of March, 2019.
13 hedge funds and large institutions have $22.1M invested in WisdomTree Japan Hedged Financials Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
12% more capital invested
Capital invested by funds: $19.7M → $22.1M (+$2.4M)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
+$4.55M |
| 2 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$3.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$978K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$282K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$6.48M |
| 2 |
Morgan Stanley
New York
|
-$1.6M |
| 3 |
SG Americas Securities
New York
|
-$395K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$82.4K |
| 5 |
WSCM
Wellington Shields Capital Management
New York
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
1
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| $10.6M | +$4.55M | +193,650 | New |
|
|
X
2
Xponance
Philadelphia,
Pennsylvania
| $7.64M | +$3.43M | +146,162 | +86% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.01M | +$978K | +41,615 | New |
|
|
WSCM
4
Wellington Shields Capital Management
New York
| $755K | -$30.5K | -1,300 | -4% |
|
|
5
SG Americas Securities
New York
| $658K | -$395K | -16,824 | -38% |
|
|
6
Morgan Stanley
New York
| $442K | -$1.6M | -68,213 | -79% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $336K | -$82.4K | -3,506 | -20% |
|
|
CMANY
8
Capital Management Associates (New York)
New York
| $317K | -$2.35K | -100 | -0.8% |
|
|
9
Creative Planning
Overland Park,
Kansas
| $291K | +$282K | +12,000 | New |
|
|
RE
10
RBC Europe
London,
United Kingdom
| $55.9K | +$54.3K | +2,310 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $5K | +$3.55K | +151 | +315% |
|
|
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $581 | – | – | – |
|
|
13
New York State Common Retirement Fund
Albany,
New York
| – | -$6.48M | -264,158 | Closed |
|
DXJF Hedge Fund Activity: Q3 2017 in Review
13 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Financials Fund (DXJF) for Q3 2017, worth a combined $22.1M — up 12% from $19.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DXJF positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $4.55M. The largest seller was New York State Common Retirement Fund, exiting entirely with an estimated $6.48M sold.
- 13 institutional investors held WisdomTree Japan Hedged Financials Fund (DXJF) as of Q3 2017, up from 10 in Q2 2017.
- Funds reported $22.1M of WisdomTree Japan Hedged Financials Fund stock for Q3 2017, up 12% quarter-over-quarter.
- 4 funds opened new WisdomTree Japan Hedged Financials Fund positions in Q3 2017 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree Japan Hedged Financials Fund buyer in Q3 2017 was Itau Unibanco Holding S.A., an estimated $4.55M added.
- The largest WisdomTree Japan Hedged Financials Fund seller in Q3 2017 was New York State Common Retirement Fund, an estimated $6.48M sold.
Based on aggregated 13F filings for Q3 2017.