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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
Morgan Stanley
1
Morgan Stanley
New York
$21.9M -$521K -23,430 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.66M – – –
WMG
3
WESCAP Management Group
California
$8.27M +$7.97M +358,662 New
ERSOT
4
Employees Retirement System of Texas
Texas
$7.79M +$2.22M +100,000 +42%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.73M +$7.45M +334,888 +99,669%
UCFA
6
United Capital Financial Advisors
Texas
$7.56M +$7.29M +328,038 New
NCM
7
Niemann Capital Management
Nevada
$7.04M +$6.79M +305,300 New
AIP
8
Almanack Investment Partners
Pennsylvania
$5.19M +$696K +31,322 +16%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$4.51M +$388K +17,430 +9%
CCA
10
Clearwater Capital Advisors
Illinois
$4.4M +$52.1K +2,342 +1%
Bank of America
11
Bank of America
North Carolina
$3.87M +$328K +14,766 +10%
BCM
12
Barometer Capital Management
Ontario, Canada
$3.29M +$525K +23,600 +20%
Jane Street
13
Jane Street
New York
$2.85M +$276K +12,408 +11%
SB
14
Suntrust Banks
Georgia
$2.18M +$408K +18,344 +24%
Wells Fargo
15
Wells Fargo
California
$1.72M +$358K +16,114 +27%
JIC
16
Johnson Investment Counsel
Ohio
$1.34M – – –
DG
17
Delek Group
Israel
$1.17M +$1.13M +50,860 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.12M +$563K +25,322 +109%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.04M +$1.01M +45,302 New
ACG
20
Allen Capital Group
Nebraska
$942K +$909K +40,886 New
RJA
21
Raymond James & Associates
Florida
$689K +$32.9K +1,480 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$678K +$635K +28,562 +3,321%
LPL Financial
23
LPL Financial
California
$635K +$51K +2,294 +9%
Stifel Financial
24
Stifel Financial
Missouri
$451K – – –
OMC
25
Old Mission Capital
Illinois
$410K +$98K +4,406 +33%
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.