WisdomTree United Kingdom Hedged Equity Fund
DXPS
DXPS was delisted on the 16th of March, 2018.
12 hedge funds and large institutions have $19.7M invested in WisdomTree United Kingdom Hedged Equity Fund in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6% less capital invested
Capital invested by funds: $20.9M → $19.7M (-$1.24M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
+$1.06M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$550K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$492K |
| 4 |
Morgan Stanley
New York
|
+$186K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$422K |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$199K |
| 4 |
Goldman Sachs
New York
|
-$32.3K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Natixis Advisors
Boston,
Massachusetts
| $8.87M | -$199K | -7,597 | -2% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $2.83M | +$492K | +18,827 | +21% |
|
|
VSWA
3
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $2.32M | +$1.06M | +40,665 | +85% |
|
|
4
Goldman Sachs
New York
| $1.52M | -$32.3K | -1,236 | -2% |
|
|
5
Morgan Stanley
New York
| $1.11M | +$186K | +7,130 | +20% |
|
|
6
SG Americas Securities
New York
| $869K | -$3.92M | -150,000 | -82% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $764K | -$422K | -16,148 | -36% |
|
|
JMPWA
8
JP Morgan Private Wealth Advisors
San Francisco,
California
| $549K | +$550K | +21,030 | New |
|
|
CS
9
Credit Suisse
Zurich,
Switzerland
| $479K | +$175K | +6,701 | +57% |
|
|
AW
10
ACG Wealth
Atlanta,
Georgia
| $351K | -$13.8K | -527 | -4% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $3K | -$4.58K | -175 | -64% |
|
|
RC
12
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$952 | -38 | Closed |
|
DXPS Hedge Fund Activity: Q1 2015 in Review
12 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree United Kingdom Hedged Equity Fund (DXPS) for Q1 2015, worth a combined $19.7M — down 5.9% from $20.9M a quarter earlier.
Fund positioning in DXPS was balanced in Q1 2015: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 6 trimmed.
The largest buyer was Vontobel Swiss Wealth Advisors, adding an estimated $1.06M. The largest seller was SG Americas Securities, cutting an estimated $3.92M.
- 12 institutional investors held WisdomTree United Kingdom Hedged Equity Fund (DXPS) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $19.7M of WisdomTree United Kingdom Hedged Equity Fund stock for Q1 2015, down 5.9% quarter-over-quarter.
- 1 fund opened new WisdomTree United Kingdom Hedged Equity Fund positions in Q1 2015 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree United Kingdom Hedged Equity Fund buyer in Q1 2015 was Vontobel Swiss Wealth Advisors, an estimated $1.06M added.
- The largest WisdomTree United Kingdom Hedged Equity Fund seller in Q1 2015 was SG Americas Securities, an estimated $3.92M sold.
Based on aggregated 13F filings for Q1 2015.