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WisdomTree Japan SmallCap Dividend Fund
DFJ

49 hedge funds and large institutions have $104M invested in WisdomTree Japan SmallCap Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $94.7M → $104M (+$8.87M)

9% more funds holding

Funds holding: 45 → 49 (+4)

1.06% more ownership

Funds ownership: 50.79% → 51.86% (+1.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.99M
2
Stifel Financial
Stifel Financial
Missouri
+$1.83M
3
NL
NKCFO LLC
Illinois
+$1.7M
4
RJA
Raymond James & Associates
Florida
+$1.64M
5
OMC
Old Mission Capital
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.79M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.29M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$530K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$405K
5
Citadel Advisors
Citadel Advisors
Florida
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$294K +$130K +1,885 +79%
CWP
27
Core Wealth Partners
California
$241K – – –
FSA
28
Fort Sheridan Advisors
Illinois
$236K – – –
EGA
29
E&G Advisors
Texas
$222K – – –
MIH
30
Meitav Investment House
Israel
$219K – – –
Wells Fargo
31
Wells Fargo
California
$133K -$3.52K -51 -3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$131K – – –
MM
33
Main Management
California
$87K – – –
HPC
34
HM Payson & Co
Maine
$69K – – –
ST
35
Smithfield Trust
Pennsylvania
$65K – – –
HDIM
36
Hanson & Doremus Investment Management
Vermont
$43K – – –
PTC
37
Private Trust Company
Ohio
$33.3K +$33.4K +483 New
GRP
38
Global Retirement Partners
California
$31.8K +$33.4K +483 New
William Blair & Company
39
William Blair & Company
Illinois
$30.2K – – –
AWM
40
Ameliora Wealth Management
Switzerland
$21.8K +$21.8K +316 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$15K +$15.1K +219 New
CPA
42
Cardiff Park Advisors
California
$11.7K +$11.7K +170 New
TFGT
43
TS Financial Group (TSFG)
Illinois
$10K – – –
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$7.72K -$23.6K -341 -75%
LC
45
Lindbrook Capital
California
$6.34K – – –
ADL
46
Asset Dedication LLC
California
$6K – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$1.03K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$207 – – –
HNB
49
Huntington National Bank
Ohio
$69 – – –
FGAM
50
Financial Gravity Asset Management
Texas
$17 -$4.63K -67 Closed
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DFJ Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2023, worth a combined $104M — up 9.4% from $94.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFJ positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.99M. The largest seller was Jane Street, cutting an estimated $4.79M.

  • 49 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $104M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2023, up 9.4% quarter-over-quarter.
  • 7 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2023 was LPL Financial, an estimated $1.99M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2023 was Jane Street, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2023.