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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ

31 hedge funds and large institutions have $39.8M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $40.4M → $39.8M (-$533K)

3.54% less ownership

Funds ownership: 79.56% → 76.01% (-3.5%)

6% less funds holding

Funds holding: 33 → 31 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.84M
2
CCA
Clearwater Capital Advisors
Illinois
+$565K
3
Morgan Stanley
Morgan Stanley
New York
+$535K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$454K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$382K

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$1.76M
2
AIP
Almanack Investment Partners
Pennsylvania
-$1.61M
3
B
Bellecapital
Switzerland
-$1.48M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$728K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$535K +28,538 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.47M +$200K +10,680 +3%
ERSOT
3
Employees Retirement System of Texas
Texas
$4.46M – – –
Jane Street
4
Jane Street
New York
$3.84M +$3.84M +204,764 New
CCA
5
Clearwater Capital Advisors
Illinois
$2.87M +$565K +30,144 +24%
Bank of America
6
Bank of America
North Carolina
$2.03M -$135K -7,176 -6%
SB
7
Suntrust Banks
Georgia
$1.31M -$665K -35,470 -34%
Wells Fargo
8
Wells Fargo
California
$1.16M +$215K +11,492 +23%
JIC
9
Johnson Investment Counsel
Ohio
$1.09M – – –
LPL Financial
10
LPL Financial
California
$576K +$637 +34 +0.1%
RJA
11
Raymond James & Associates
Florida
$491K +$17.1K +914 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$454K +$454K +24,202 New
UBS Group
13
UBS Group
Switzerland
$390K -$108K -5,768 -22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$382K +$382K +20,360 New
AIP
15
Almanack Investment Partners
Pennsylvania
$327K -$1.61M -85,798 -83%
ICOA
16
Investment Centers of America
North Dakota
$237K – – –
RGC
17
Roberts, Glore & Co
Illinois
$207K -$7.5K -400 -3%
OMC
18
Old Mission Capital
Illinois
$200K +$200K +10,690 New
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$47K +$46.9K +2,500 New
IA
20
IFP Advisors
Florida
$34K – – –
Creative Planning
21
Creative Planning
Kansas
$27K – – –
NFG
22
Next Financial Group
Texas
$20K +$19.9K +1,060 New
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$19K – – –
BWM
24
Baystate Wealth Management
Massachusetts
$14K – – –
RPG
25
Risk Paradigm Group
Texas
$12.6K – – –
1
2

OPPJ Hedge Fund Activity: Q1 2017 in Review

31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q1 2017, worth a combined $39.8M — down 1.3% from $40.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OPPJ and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, opening a new position worth an estimated $3.84M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $1.76M sold.

  • 31 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q1 2017, down from 33 in Q4 2016.
  • Funds reported $39.8M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q1 2017, down 1.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q1 2017 and 9 closed out, a net change of -2 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q1 2017 was Jane Street, an estimated $3.84M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q1 2017 was Clark Capital Management Group, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2017.