WisdomTree Korea Hedged Equity Fund
DXKW
DXKW was delisted on the 22nd of March, 2017.
9 hedge funds and large institutions have $4.11M invested in WisdomTree Korea Hedged Equity Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more capital invested
Capital invested by funds: $3.09M → $4.11M (+$1.02M)
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$500K |
| 2 |
Morgan Stanley
New York
|
+$158K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$75.8K |
| 5 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$24K |
| 2 |
SG Americas Securities
New York
|
-$10.6K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPIC
1
White Pine Investment Company
Livonia,
Michigan
| $2.27M | +$40.4K | +1,900 | +2% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $995K | +$500K | +23,477 | +105% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $371K | +$81.5K | +3,830 | +29% |
|
|
4
SG Americas Securities
New York
| $229K | -$10.6K | -500 | -5% |
|
|
5
Morgan Stanley
New York
| $161K | +$158K | +7,408 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $77K | +$75.8K | +3,561 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | +$10.6K | +500 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $4K | -$3.75K | -176 | -47% |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$24K | -1,149 | Closed |
|
DXKW Hedge Fund Activity: Q1 2015 in Review
9 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Korea Hedged Equity Fund (DXKW) for Q1 2015, worth a combined $4.11M — up 33% from $3.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DXKW positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $500K. The largest seller was UBS Group, exiting entirely with an estimated $24K sold.
- 9 institutional investors held WisdomTree Korea Hedged Equity Fund (DXKW) as of Q1 2015, up from 7 in Q4 2014.
- Funds reported $4.11M of WisdomTree Korea Hedged Equity Fund stock for Q1 2015, up 33% quarter-over-quarter.
- 3 funds opened new WisdomTree Korea Hedged Equity Fund positions in Q1 2015 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Korea Hedged Equity Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $500K added.
- The largest WisdomTree Korea Hedged Equity Fund seller in Q1 2015 was UBS Group, an estimated $24K sold.
Based on aggregated 13F filings for Q1 2015.