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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 %
MSWM
51
Mowery & Schoenfeld Wealth Management
Illinois
$164K +$164K +2,196 New
MTC
52
Matrix Trust Company
Colorado
$162K +$162K +2,162 New
Wells Fargo
53
Wells Fargo
California
$155K +$10.6K +142 +7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$143K – – –
MM
55
Main Management
California
$95K – – –
HPC
56
HM Payson & Co
Maine
$74.9K – – –
ST
57
Smithfield Trust
Pennsylvania
$70K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$46.8K +$46.8K +625 New
HDIM
59
Hanson & Doremus Investment Management
Vermont
$46K – – –
FFO
60
Fortitude Family Office
Arizona
$38K +$38K +508 New
PTC
61
Private Trust Company
Ohio
$36.2K – – –
GRP
62
Global Retirement Partners
California
$35.8K – – –
William Blair & Company
63
William Blair & Company
Illinois
$32.8K – – –
Bessemer Group
64
Bessemer Group
New Jersey
$31K +$31K +412 New
CPA
65
Cardiff Park Advisors
California
$12.7K – – –
TFGT
66
TS Financial Group (TSFG)
Illinois
$11K – – –
ASN
67
Advisory Services Network
Georgia
$9.36K +$9.36K +125 New
ADL
68
Asset Dedication LLC
California
$8K – – –
LC
69
Lindbrook Capital
California
$6.89K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$6.74K -$1.65K -22 -20%
IGWM
71
ICA Group Wealth Management
Colorado
$1.42K +$1.42K +19 New
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$1.12K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$225 – – –
HNB
74
Huntington National Bank
Ohio
$75 – – –
FGAM
75
Financial Gravity Asset Management
Texas
$36 -$17 – –
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