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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

48 hedge funds and large institutions have $88.5M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

0% more funds holding

Funds holding: 48 → 48 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

18% less capital invested

Capital invested by funds: $108M → $88.5M (-$19.7M)

38.83% less ownership

Funds ownership: 123.84% → 85.01% (-39%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
22
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.98M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.28M
3
Bank of America
Bank of America
North Carolina
+$1.95M
4
WMG
WESCAP Management Group
California
+$1.82M
5
FTUS
Flow Traders U.S.
New York
+$897K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.56M
2
UCFA
United Capital Financial Advisors
Texas
-$7.56M
3
Morgan Stanley
Morgan Stanley
New York
-$7.56M
4
NCM
Niemann Capital Management
Nevada
-$7.04M
5
BCM
Barometer Capital Management
Ontario, Canada
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Cannell & Spears
New York
$306K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$260K +$265K +11,742 New
RGC
28
Roberts, Glore & Co
Illinois
$238K -$6.77K -300 -3%
HIIFS
29
Harel Insurance Investments & Financial Services
Israel
$235K +$226K +10,000 +1,667%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$230K +$234K +10,368 New
SWP
31
Stratos Wealth Partners
Ohio
$199K -$9.98K -442 -5%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$194K +$105K +4,650 +112%
Citigroup
33
Citigroup
New York
$111K +$2.03K +90 +2%
UBS Group
34
UBS Group
Switzerland
$101K +$75.4K +3,340 +270%
QFA
35
Quattro Financial Advisors
Texas
$94.1K +$96K +4,250 New
RPG
36
Risk Paradigm Group
Texas
$74.9K -$8.63K -382 -10%
PWM
37
Perigon Wealth Management
California
$39K +$39.9K +1,766 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$33K +$17.4K +772 +105%
TRCT
39
Tower Research Capital (TRC)
New York
$32K +$32.8K +1,454 New
IA
40
IFP Advisors
Florida
$23K – – –
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$22K – – –
BWM
42
Baystate Wealth Management
Massachusetts
$18K – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$7K -$7.56M -334,888 -100%
RAM
44
Riggs Asset Management
Pennsylvania
$6K – – –
First Manhattan
45
First Manhattan
New York
$4K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$3K -$230K -10,168 -99%
NC
47
NewSquare Capital
Pennsylvania
$1K +$1.13K +50 New
UCFA
48
United Capital Financial Advisors
Texas
– -$7.56M -328,038 Closed
NCM
49
Niemann Capital Management
Nevada
– -$7.04M -305,300 Closed
BCM
50
Barometer Capital Management
Ontario, Canada
– -$3.29M -142,600 Closed
1
2
3

OPPJ Hedge Fund Activity: Q1 2018 in Review

48 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q1 2018, worth a combined $88.5M — down 18% from $108M a quarter earlier.

Fund positioning in OPPJ was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $4.98M. The largest seller was Envestnet Asset Management, cutting an estimated $7.56M.

  • 48 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $88.5M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q1 2018, down 18% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q1 2018 was Jane Street, an estimated $4.98M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q1 2018 was Envestnet Asset Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q1 2018.