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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

41 hedge funds and large institutions have $58.5M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more funds holding

Funds holding: 3741 (+4)

6.5% more ownership

Funds ownership: 77.08%83.58% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $65.6M → $58.5M (-$7.11M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
11
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.93M -$2.94M -135,848 -24%
WMG
2
WESCAP Management Group
California
$8.71M -$1.08M -50,024 -11%
ERSOT
3
Employees Retirement System of Texas
Texas
$6.28M -$1.3M -60,000 -18%
Bank of America
4
Bank of America
North Carolina
$5.89M -$24.8K -1,146 -0.4%
Jane Street
5
Jane Street
New York
$5.19M +$705K +32,602 +17%
CCA
6
Clearwater Capital Advisors
Illinois
$4.95M -$96.5K -4,464 -2%
SB
7
Suntrust Banks
Georgia
$3.16M +$2.9K +134 +0.1%
Citadel Advisors
8
Citadel Advisors
Florida
$1.98M +$1.89M +87,514 New
DG
9
Delek Group
Israel
$1.88M +$204K +9,428 +13%
JIC
10
Johnson Investment Counsel
Ohio
$1.31M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.1M -$149K -6,876 -12%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.1M -$99.7K -4,610 -9%
Wells Fargo
13
Wells Fargo
California
$801K -$811K -37,492 -51%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$708K -$30.8K -1,424 -4%
EDRH
15
Edmond de Rothschild Holding
Switzerland
$662K +$632K +29,200 New
LPL Financial
16
LPL Financial
California
$570K -$53.1K -2,456 -9%
RJA
17
Raymond James & Associates
Florida
$512K -$84.3K -3,900 -15%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$422K +$401K +18,544 +12,530%
OMC
19
Old Mission Capital
Illinois
$340K +$4.33K +200 +1%
AWA
20
Arete Wealth Advisors
Illinois
$337K -$195K -9,020 -38%
CS
21
Cannell & Spears
New York
$326K +$13K +600 +4%
AL
22
Aspiriant LLC
California
$316K +$303K +14,000 New
FTUS
23
Flow Traders U.S.
New York
$312K +$299K +13,812 New
HIIFS
24
Harel Insurance Investments & Financial Services
Israel
$300K +$1.3K +60 +0.5%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$278K -$292K -13,492 -52%

OPPJ Hedge Fund Activity: Q3 2018 in Review

41 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q3 2018, worth a combined $58.5M — down 11% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OPPJ positions and 6 closed out — a net gain of 4 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.89M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $4.56M sold.

  • 41 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q3 2018, up from 37 in Q2 2018.
  • Funds reported $58.5M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q3 2018, down 11% quarter-over-quarter.
  • 10 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q3 2018 was Citadel Advisors, an estimated $1.89M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q3 2018 was Pictet Asset Management (UK), an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2018.