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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

37 hedge funds and large institutions have $65.6M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

7.92% less ownership

Funds ownership: 85.01%77.08% (-7.9%)

23% less funds holding

Funds holding: 4837 (-11)

26% less capital invested

Capital invested by funds: $88.5M → $65.6M (-$22.9M)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
37
Holders Change
-11
Holders Change %
-22.92%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
12
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$108K -$1.4K -62 -1%
RPG
27
Risk Paradigm Group
Texas
$73.7K
BFEC
28
Benjamin F. Edwards & Company
Missouri
$34K +$770 +34 +2%
IA
29
IFP Advisors
Florida
$22K
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$22K
SPIA
31
Steward Partners Investment Advisory
New York
$21K +$22.3K +984 New
UBS Group
32
UBS Group
Switzerland
$17K -$86.2K -3,808 -83%
BWM
33
Baystate Wealth Management
Massachusetts
$17K +$317 +14 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7K
HI
35
Hudock Inc
Pennsylvania
$5K -$1.02M -45,030 -99%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$3K
Fidelity Investments
37
Fidelity Investments
Massachusetts
-$8.28M -375,564 Closed
Citadel Advisors
38
Citadel Advisors
Florida
-$3.58M -162,470 Closed
ACG
39
Allen Capital Group
Nebraska
-$1.06M -47,976 Closed
FTUS
40
Flow Traders U.S.
New York
-$876K -39,732 Closed
Creative Planning
41
Creative Planning
Kansas
-$742K -33,530 Closed
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
-$230K -10,368 Closed
SWP
43
Stratos Wealth Partners
Ohio
-$199K -8,996 Closed
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
-$194K -8,812 Closed
QFA
45
Quattro Financial Advisors
Texas
-$94.1K -4,250 Closed
PWM
46
Perigon Wealth Management
California
-$39K -1,766 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$32K -1,454 Closed
RAM
48
Riggs Asset Management
Pennsylvania
-$6K -250 Closed
First Manhattan
49
First Manhattan
New York
-$4K -208 Closed
NC
50
NewSquare Capital
Pennsylvania
-$1K -50 Closed

OPPJ Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2018, worth a combined $65.6M — down 26% from $88.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OPPJ and 3 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.74M. The largest seller was Fidelity Investments, exiting entirely with an estimated $8.28M sold.

  • 37 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2018, down from 48 in Q1 2018.
  • Funds reported $65.6M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2018, down 26% quarter-over-quarter.
  • 3 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2018 and 14 closed out, a net change of -11 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $1.74M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2018 was Fidelity Investments, an estimated $8.28M sold.

Based on aggregated 13F filings for Q2 2018.