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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

32 hedge funds and large institutions have $169M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more capital invested

Capital invested by funds: $118M → $169M (+$51.1M)

28% more funds holding

Funds holding: 2532 (+7)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
8
Increased
15
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1
Balentine LLC
Georgia
$36M +$8.57M +483,278 +32%
PPA
2
Parametric Portfolio Associates
Washington
$31.7M +$6.13M +345,874 +24%
Morgan Stanley
3
Morgan Stanley
New York
$21.7M -$1.33M -75,140 -6%
X
4
Xponance
Pennsylvania
$17.8M +$840K +47,386 +5%
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$13.9M
VC
6
Vicus Capital
Pennsylvania
$8.44M +$8.33M +469,832 New
NA
7
Nottingham Advisors
New York
$7.54M +$7.44M +419,662 New
NCM
8
Niemann Capital Management
Nevada
$5.34M +$1.39M +78,468 +36%
Bank of America
9
Bank of America
North Carolina
$4.56M +$762K +42,974 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.42M +$4.36M +245,880 New
UCFA
11
United Capital Financial Advisors
Texas
$4.21M +$2.28M +128,764 +122%
Creative Planning
12
Creative Planning
Kansas
$1.6M +$656K +37,000 +71%
SC
13
Selz Capital
New York
$1.54M +$1.52M +86,000 New
FAAS
14
First Allied Advisory Services
California
$1.26M +$26.2K +1,480 +2%
Jane Street
15
Jane Street
New York
$1.19M +$1.17M +66,048 New
UBS Group
16
UBS Group
Switzerland
$1.15M +$23.3K +1,316 +2%
B
17
Bellecapital
Switzerland
$1.08M
Wells Fargo
18
Wells Fargo
California
$967K +$487K +27,494 +104%
SB
19
Suntrust Banks
Georgia
$852K +$190K +10,698 +29%
LPL Financial
20
LPL Financial
California
$747K +$429K +24,196 +140%
CB
21
Community Bank
New York
$747K +$738K +41,600 New
OC
22
Oppenheimer & Co
New York
$637K -$117K -6,614 -16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$459K -$690K -38,942 -60%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$351K +$34.7K +1,956 +11%
1SB
25
1ST Source Bank
Indiana
$312K +$308K +17,370 New

OPPJ Hedge Fund Activity: Q2 2015 in Review

32 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q2 2015, worth a combined $169M — up 43% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Balentine LLC, adding an estimated $8.57M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.

  • 32 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q2 2015, up from 25 in Q1 2015.
  • Funds reported $169M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q2 2015, up 43% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q2 2015 and 1 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q2 2015 was Balentine LLC, an estimated $8.57M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q2 2015 was Morgan Stanley, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2015.