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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

31 hedge funds and large institutions have $39.9M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 83.58%83.26% (-0.32%)

24% less funds holding

Funds holding: 4131 (-10)

32% less capital invested

Capital invested by funds: $58.5M → $39.9M (-$18.6M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
-10
Holders Change %
-24.39%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
6
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.15M -$2.16M -105,634 -24%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.2M +$5.76M +281,908 New
WMG
3
WESCAP Management Group
California
$4.93M -$2.42M -118,556 -31%
Jane Street
4
Jane Street
New York
$4.91M +$744K +36,406 +16%
Bank of America
5
Bank of America
North Carolina
$4.57M -$262K -12,796 -5%
CCA
6
Clearwater Capital Advisors
Illinois
$3.15M -$991K -48,500 -22%
ERSOT
7
Employees Retirement System of Texas
Texas
$3.1M -$2.25M -110,000 -40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.32M +$823K +40,250 +128%
Citadel Advisors
9
Citadel Advisors
Florida
$1.29M -$357K -17,462 -20%
JIC
10
Johnson Investment Counsel
Ohio
$1.07M
SB
11
Suntrust Banks
Georgia
$664K -$2.12M -103,964 -74%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$572K -$366K -17,916 -37%
EDRH
13
Edmond de Rothschild Holding
Switzerland
$538K
RJA
14
Raymond James & Associates
Florida
$411K -$7.68K -376 -2%
DG
15
Delek Group
Israel
$378K -$1.32M -64,766 -77%
FTUS
16
Flow Traders U.S.
New York
$286K +$34.8K +1,702 +12%
OMC
17
Old Mission Capital
Illinois
$281K +$4.09K +200 +1%
AWA
18
Arete Wealth Advisors
Illinois
$275K
CS
19
Cannell & Spears
New York
$266K
Wells Fargo
20
Wells Fargo
California
$228K -$473K -23,140 -65%
UBS Group
21
UBS Group
Switzerland
$119K +$97.6K +4,776 +286%
RPG
22
Risk Paradigm Group
Texas
$71.1K +$9.4K +460 +14%
IWA
23
Intercontinental Wealth Advisors
Texas
$60K +$66.1K +3,236 New
Citigroup
24
Citigroup
New York
$31K -$20.8K -1,016 -38%
BWM
25
Baystate Wealth Management
Massachusetts
$16K

OPPJ Hedge Fund Activity: Q4 2018 in Review

31 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q4 2018, worth a combined $39.9M — down 32% from $58.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OPPJ and 4 opened new positions — a net loss of 10 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $5.76M. The largest seller was WESCAP Management Group, cutting an estimated $2.42M.

  • 31 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q4 2018, down from 41 in Q3 2018.
  • Funds reported $39.9M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q4 2018, down 32% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q4 2018 and 14 closed out, a net change of -10 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $5.76M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q4 2018 was WESCAP Management Group, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2018.