We are live on ! Find out more
DFJ icon

WisdomTree Japan SmallCap Dividend Fund

62 hedge funds and large institutions have $128M invested in WisdomTree Japan SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $226K | Put options by funds: $81K

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $110M → $128M (+$18.3M)

6.4% more ownership

Funds ownership: 45.61%52.01% (+6.4%)

3% more funds holding

Funds holding: 6062 (+2)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
13
Closed
5
Calls
$226K
Puts
$81K
Net Calls
+$145K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
26
E&G Advisors
Texas
$245K -$3.08K -40 -1%
PCMC
27
Paragon Capital Management (Colorado)
Colorado
$225K -$93.4K -1,212 -30%
TC
28
TownSquare Capital
Utah
$224K -$4.63K -60 -2%
Brown Advisory
29
Brown Advisory
Maryland
$223K +$214K +2,770 New
CAM
30
Cresset Asset Management
Illinois
$223K
Citadel Advisors
31
Citadel Advisors
Florida
$211K +$201K +2,613 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$154K
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$123K +$114K +1,473 +1,473%
Wells Fargo
34
Wells Fargo
California
$117K -$1.31K -17 -1%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$111K +$47.9K +621 +82%
HPC
36
HM Payson & Co
Maine
$80.7K
ST
37
Smithfield Trust
Pennsylvania
$75K
HDIM
38
Hanson & Doremus Investment Management
Vermont
$50K
Osaic Holdings
39
Osaic Holdings
Arizona
$48.8K -$18.9K -245 -29%
William Blair & Company
40
William Blair & Company
Illinois
$35.3K
Bessemer Group
41
Bessemer Group
New Jersey
$33K
WI
42
Wintrust Investments
Illinois
$21K +$20K +260 New
NP
43
NorthRock Partners
Minnesota
$20.2K
GRP
44
Global Retirement Partners
California
$19.5K
PTC
45
Private Trust Company
Ohio
$19.5K
OC
46
Oarsman Capital
Wisconsin
$18.1K +$17.3K +225 New
JP Morgan Chase
47
JP Morgan Chase
New York
$16.5K +$14.6K +189 +1,260%
1IA
48
1620 Investment Advisors
Massachusetts
$16.1K
CPA
49
Cardiff Park Advisors
California
$13.7K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$13K

DFJ Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2024, worth a combined $128M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFJ positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was Motley Fool Wealth Management, cutting an estimated $1.93M.

  • 62 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $128M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2024, up 17% quarter-over-quarter.
  • 7 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $4.23M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2024 was Motley Fool Wealth Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.