WisdomTree United Kingdom Hedged Equity Fund
DXPS
DXPS was delisted on the 16th of March, 2018.
11 hedge funds and large institutions have $6.52M invested in WisdomTree United Kingdom Hedged Equity Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
8% less funds holding
Funds holding: 12 → 11 (-1)
32% less capital invested
Capital invested by funds: $9.64M → $6.52M (-$3.12M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.81M |
| 2 |
Jane Street
New York
|
+$857K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$716K |
| 4 |
SG Americas Securities
New York
|
+$89.3K |
| 5 |
Morgan Stanley
New York
|
+$33.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VSWA
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
-$6.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$293K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13K |
| 4 |
Citigroup
New York
|
-$11K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.74M | +$2.81M | +111,012 | +1,739% |
|
|
2
Mirae Asset Global Investments
Seoul,
South Korea
| $1.61M | +$716K | +28,330 | +69% |
|
|
3
Jane Street
New York
| $978K | +$857K | +33,905 | +422% |
|
|
4
SG Americas Securities
New York
| $650K | +$89.3K | +3,531 | +14% |
|
|
5
Morgan Stanley
New York
| $243K | +$33.9K | +1,340 | +15% |
|
6
UBS Group
Zurich,
Switzerland
| $200K | -$1.06K | -42 | -0.5% |
|
|
7
Wells Fargo
San Francisco,
California
| $78K | -$293K | -11,599 | -78% |
|
|
8
US Bancorp
Minneapolis,
Minnesota
| $9K | -$4.14K | -164 | -30% |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $7K | +$7.33K | +290 | New |
|
10
Creative Planning
Overland Park,
Kansas
| $6K | +$6.32K | +250 | New |
|
|
VSWA
11
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| – | -$6.66M | -254,387 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$13K | -485 | Closed |
|
|
13
Citigroup
New York
| – | -$11K | -420 | Closed |
|
DXPS Hedge Fund Activity: Q4 2016 in Review
11 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree United Kingdom Hedged Equity Fund (DXPS) for Q4 2016, worth a combined $6.52M — down 32% from $9.64M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DXPS and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $2.81M. The largest seller was Vontobel Swiss Wealth Advisors, exiting entirely with an estimated $6.66M sold.
- 11 institutional investors held WisdomTree United Kingdom Hedged Equity Fund (DXPS) as of Q4 2016, down from 12 in Q3 2016.
- Funds reported $6.52M of WisdomTree United Kingdom Hedged Equity Fund stock for Q4 2016, down 32% quarter-over-quarter.
- 2 funds opened new WisdomTree United Kingdom Hedged Equity Fund positions in Q4 2016 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree United Kingdom Hedged Equity Fund buyer in Q4 2016 was Bank of America, an estimated $2.81M added.
- The largest WisdomTree United Kingdom Hedged Equity Fund seller in Q4 2016 was Vontobel Swiss Wealth Advisors, an estimated $6.66M sold.
Based on aggregated 13F filings for Q4 2016.