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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

48 hedge funds and large institutions have $108M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

71% more capital invested

Capital invested by funds: $63.1M → $108M (+$45.1M)

36.75% more ownership

Funds ownership: 87.09% → 123.84% (+37%)

30% more funds holding

Funds holding: 37 → 48 (+11)

Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
21
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WMG
WESCAP Management Group
California
+$7.97M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.45M
3
UCFA
United Capital Financial Advisors
Texas
+$7.29M
4
NCM
Niemann Capital Management
Nevada
+$6.79M
5
ERSOT
Employees Retirement System of Texas
Texas
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$1.08M
2
Morgan Stanley
Morgan Stanley
New York
-$521K
3
PAG
Private Advisor Group
New Jersey
-$221K
4
OIA
OneDigital Investment Advisors
Kansas
-$28.9K
5
NFG
Next Financial Group
Texas
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$408K -$1.08M -48,420 -73%
Citadel Advisors
27
Citadel Advisors
Florida
$398K +$384K +17,262 New
CS
28
Cannell & Spears
New York
$319K – – –
RGC
29
Roberts, Glore & Co
Illinois
$255K – – –
CIBC World Market
30
CIBC World Market
Ontario, Canada
$239K +$230K +10,360 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$238K +$229K +10,316 New
SWP
32
Stratos Wealth Partners
Ohio
$218K +$210K +9,438 New
HI
33
Hudock Inc
Pennsylvania
$142K +$131K +5,876 +1,959%
SG Americas Securities
34
SG Americas Securities
New York
$141K +$136K +6,120 New
Citigroup
35
Citigroup
New York
$114K +$67.5K +3,036 +160%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$96K +$54.1K +2,432 +141%
RPG
37
Risk Paradigm Group
Texas
$86.8K +$40.4K +1,816 +93%
OIA
38
OneDigital Investment Advisors
Kansas
$34K -$28.9K -1,300 -47%
UBS Group
39
UBS Group
Switzerland
$28K +$6.09K +274 +28%
IA
40
IFP Advisors
Florida
$23K -$17.8K -800 -44%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$23K – – –
BWM
42
Baystate Wealth Management
Massachusetts
$19K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$17K +$1.78K +80 +12%
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
$14K +$13.3K +600 New
RAM
45
Riggs Asset Management
Pennsylvania
$6K – – –
First Manhattan
46
First Manhattan
New York
$4K – – –
CG
47
Cutler Group
California
$4K +$4.45K +200 New
PAG
48
Private Advisor Group
New Jersey
– -$221K -10,400 Closed
NFG
49
Next Financial Group
Texas
– -$23K -1,060 Closed
1
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OPPJ Hedge Fund Activity: Q4 2017 in Review

48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q4 2017, worth a combined $108M — up 71% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OPPJ positions and 2 closed out — a net gain of 11 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was WESCAP Management Group, opening a new position worth an estimated $7.97M. The largest seller was Creative Planning, cutting an estimated $1.08M.

  • 48 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $108M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q4 2017, up 71% quarter-over-quarter.
  • 13 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q4 2017 and 2 closed out, a net change of +11 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q4 2017 was WESCAP Management Group, an estimated $7.97M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q4 2017 was Creative Planning, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2017.