WisdomTree Korea Hedged Equity Fund
DXKW
DXKW was delisted on the 22nd of March, 2017.
6 hedge funds and large institutions have $4.32M invested in WisdomTree Korea Hedged Equity Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
578% more capital invested
Capital invested by funds: $636K → $4.32M (+$3.68M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$2.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$608K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$594K |
| 4 |
TF
Trutina Financial
Bellevue,
Washington
|
+$2.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$41K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$12K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPIC
1
White Pine Investment Company
Livonia,
Michigan
| $2.32M | +$2.31M | +100,290 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.15M | +$608K | +26,404 | +113% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $599K | +$594K | +25,809 | New |
|
4
Stifel Financial
St. Louis,
Missouri
| $236K | +$234K | +10,184 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $7K | -$3.15K | -137 | -31% |
|
|
TF
6
Trutina Financial
Bellevue,
Washington
| $2K | +$2.3K | +100 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| – | -$41K | -1,695 | Closed |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$12K | -500 | Closed |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$6K | -230 | Closed |
|
DXKW Hedge Fund Activity: Q1 2014 in Review
6 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Korea Hedged Equity Fund (DXKW) for Q1 2014, worth a combined $4.32M — up 578% from $636K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DXKW positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was White Pine Investment Company, opening a new position worth an estimated $2.31M. The largest seller was UBS, exiting entirely with an estimated $41K sold.
- 6 institutional investors held WisdomTree Korea Hedged Equity Fund (DXKW) as of Q1 2014, up from 5 in Q4 2013.
- Funds reported $4.32M of WisdomTree Korea Hedged Equity Fund stock for Q1 2014, up 578% quarter-over-quarter.
- 4 funds opened new WisdomTree Korea Hedged Equity Fund positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Korea Hedged Equity Fund buyer in Q1 2014 was White Pine Investment Company, an estimated $2.31M added.
- The largest WisdomTree Korea Hedged Equity Fund seller in Q1 2014 was UBS, an estimated $41K sold.
Based on aggregated 13F filings for Q1 2014.