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WisdomTree Japan SmallCap Dividend Fund
DFJ

60 hedge funds and large institutions have $110M invested in WisdomTree Japan SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 59 → 60 (+1)

4.34% less ownership

Funds ownership: 49.95% → 45.61% (-4.3%)

11% less capital invested

Capital invested by funds: $124M → $110M (-$13.9M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.98M
2
FTUS
Flow Traders U.S.
New York
+$773K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$297K
4
SC
Schoolcraft Capital
Colorado
+$283K
5
HF
HRT Financial
New York
+$216K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.04M
2
Jane Street
Jane Street
New York
-$2.16M
3
Stifel Financial
Stifel Financial
Missouri
-$2.1M
4
RCM
Regency Capital Management
Hawaii
-$2.06M
5
WAG
Wallace Advisory Group
California
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
26
Meitav Investment House
Israel
$238K – – –
EGA
27
E&G Advisors
Texas
$231K -$8.27K -110 -3%
HF
28
HRT Financial
New York
$216K +$216K +2,878 New
TC
29
TownSquare Capital
Utah
$214K +$214K +2,843 New
CAM
30
Cresset Asset Management
Illinois
$208K +$208K +2,764 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$193K +$193K +2,567 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$143K – – –
Wells Fargo
33
Wells Fargo
California
$110K +$1.28K +17 +1%
HPC
34
HM Payson & Co
Maine
$75.1K – – –
ST
35
Smithfield Trust
Pennsylvania
$69K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$63.9K +$13.8K +184 +28%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$57.2K +$55K +731 +2,437%
HDIM
38
Hanson & Doremus Investment Management
Vermont
$47K – – –
William Blair & Company
39
William Blair & Company
Illinois
$32.9K – – –
Bessemer Group
40
Bessemer Group
New Jersey
$31K – – –
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$23.7K – – –
NP
42
NorthRock Partners
Minnesota
$18.8K +$18.8K +250 New
GRP
43
Global Retirement Partners
California
$18.2K -$16.2K -216 -47%
PTC
44
Private Trust Company
Ohio
$18.2K -$16.2K -216 -47%
1IA
45
1620 Investment Advisors
Massachusetts
$15K +$15K +200 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
CPA
47
Cardiff Park Advisors
California
$12.8K – – –
TFGT
48
TS Financial Group (TSFG)
Illinois
$11K – – –
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$7.51K – – –
LC
50
Lindbrook Capital
California
$6.91K – – –
1
2
3

DFJ Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q2 2024, worth a combined $110M — down 11% from $124M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFJ positions and 10 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $3.04M.

  • 60 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $110M of WisdomTree Japan SmallCap Dividend Fund stock for Q2 2024, down 11% quarter-over-quarter.
  • 11 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q2 2024 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.98M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q2 2024 was LPL Financial, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2024.