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WisdomTree Japan SmallCap Dividend Fund

60 hedge funds and large institutions have $127M invested in WisdomTree Japan SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.89M)

2% less funds holding

Funds holding: 6160 (-1)

4.42% less ownership

Funds ownership: 54.49%50.07% (-4.4%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
26
E&G Advisors
Texas
$233K -$5.4K -70 -2%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$227K +$81K +1,050 +59%
LSWM
28
Lorne Steinberg Wealth Management
Canada
$215K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$160K +$8.48K +110 +6%
HPC
30
HM Payson & Co
Maine
$79.3K
ST
31
Smithfield Trust
Pennsylvania
$73K
Comerica Bank
32
Comerica Bank
Texas
$65.6K
LFG
33
Larson Financial Group
Missouri
$59.1K +$52.4K +679 +1,013%
HDIM
34
Hanson & Doremus Investment Management
Vermont
$49K
William Blair & Company
35
William Blair & Company
Illinois
$34.7K
Bessemer Group
36
Bessemer Group
New Jersey
$33K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$22.2K +$21.6K +280 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$17K
SS
39
SBI Securities
Japan
$16.9K -$463 -6 -3%
MCM
40
MAI Capital Management
Ohio
$16K
CPA
41
Cardiff Park Advisors
California
$13.5K
NB
42
NBT Bank
New York
$12.1K
TFGT
43
TS Financial Group (TSFG)
Illinois
$12K
AWM
44
AE Wealth Management
Kansas
$9.99K -$7.33K -95 -43%
AF
45
Allworth Financial
California
$9.88K
Osaic Holdings
46
Osaic Holdings
Arizona
$8.24K -$36.2K -469 -82%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$5.71K
US Bancorp
48
US Bancorp
Minnesota
$5.63K
BWL
49
Bogart Wealth LLC
Virginia
$4.88K
1IA
50
1620 Investment Advisors
Massachusetts
$3.96K

DFJ Hedge Fund Activity: Q1 2025 in Review

60 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2025, worth a combined $127M — down 3% from $131M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DFJ and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $1.74M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.05M sold.

  • 60 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $127M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2025, down 3% quarter-over-quarter.
  • 4 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.74M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2025 was Flow Traders U.S., an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2025.