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WisdomTree Japan SmallCap Dividend Fund
DFJ

Overview Fund Activity

74 hedge funds and large institutions have $231M invested in WisdomTree Japan SmallCap Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+25
Holders Change %
+51.02%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
11
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$71M
2
Morgan Stanley
Morgan Stanley
New York
$26.3M
3
TC
TownSquare Capital
Utah
$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.81M
5
Cerity Partners
Cerity Partners
New York
$3.19M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
Stifel Financial
Stifel Financial
Missouri
$2.05M
3
PFS
Prospera Financial Services
Texas
$235K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
Bank of America
North Carolina
$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$1.25M +$1.25M +16,739 New
EIA
27
Eldridge Investment Advisors
New Hampshire
$1.15M +$1.15M +15,400 New
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$1.04M +$1.04M +13,938 New
BPA
29
Beacon Pointe Advisors
California
$1,000K +$1,000K +13,350 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$789K +$789K +10,532 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$736K +$736K +9,828 New
FNWA
32
Financial Network Wealth Advisors
Utah
$551K +$551K +7,356 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$542K +$542K +7,239 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$496K +$496K +6,620 New
BCA
35
Bay Colony Advisors
Massachusetts
$488K +$8.24K +110 +2%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$473K -$3.64K -49 -0.8%
AWM
37
AE Wealth Management
Kansas
$456K +$456K +6,168 New
CC
38
Cornerstone Capital
California
$451K – – –
DI
39
DFPG Investments
Utah
$428K +$428K +5,787 New
RGC
40
Roberts, Glore & Co
Illinois
$415K -$33.7K -450 -8%
FW
41
FirstPurpose Wealth
Utah
$405K +$405K +5,413 New
SB
42
Strategic Blueprint
Georgia
$388K +$388K +5,186 New
MG
43
Mather Group
Illinois
$376K +$376K +5,017 New
PCMC
44
Paragon Capital Management (Colorado)
Colorado
$300K -$22.5K -300 -7%
CWP
45
Core Wealth Partners
California
$262K – – –
FSA
46
Fort Sheridan Advisors
Illinois
$256K – – –
EGA
47
E&G Advisors
Texas
$241K -$749 -10 -0.3%
MIH
48
Meitav Investment House
Israel
$238K – – –
PFS
49
Prospera Financial Services
Texas
$235K -$1.78M -23,780 -88%
Osaic Holdings
50
Osaic Holdings
Arizona
$205K -$115K -1,540 -36%
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