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WisdomTree Japan SmallCap Dividend Fund
DFJ

59 hedge funds and large institutions have $124M invested in WisdomTree Japan SmallCap Dividend Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 74 → 59 (-15)

20.29% less ownership

Funds ownership: 70.24% → 49.95% (-20%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

47% less capital invested

Capital invested by funds: $231M → $124M (-$108M)

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
12
Reduced
19
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$3.34M
2
LPL Financial
LPL Financial
California
+$2.23M
3
WAG
Wallace Advisory Group
California
+$1.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
5
OMC
Old Mission Capital
Illinois
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$70M
2
Morgan Stanley
Morgan Stanley
New York
-$12.5M
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
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$7.03K +$75 +1 +1%
ADL
52
Asset Dedication LLC
California
$4K -$3.77K -50 -50%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$2.32K +$2.26K +30 New
IGWM
54
ICA Group Wealth Management
Colorado
$1.47K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$1.16K – – –
CA
56
CoreCap Advisors
Michigan
$309 +$302 +4 New
TRCT
57
Tower Research Capital (TRC)
New York
$232 – – –
SN
58
Sittner & Nelson
Oregon
$232 +$226 +3 New
HNB
59
Huntington National Bank
Ohio
$77 – – –
FGAM
60
Financial Gravity Asset Management
Texas
$68 – – –
TC
61
TownSquare Capital
Utah
– -$11.5M -153,324 Closed
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
– -$3.81M -50,918 Closed
Cerity Partners
63
Cerity Partners
New York
– -$3.19M -42,542 Closed
PWG
64
Portside Wealth Group
Utah
– -$2.91M -38,867 Closed
BCI
65
Brinker Capital Investments
Pennsylvania
– -$2.9M -38,856 Closed
OPS
66
Orion Portfolio Solutions
Nebraska
– -$2.9M -38,856 Closed
FTUS
67
Flow Traders U.S.
New York
– -$2.31M -30,825 Closed
AWAU
68
Alliance Wealth Advisors (Utah)
Utah
– -$1.62M -21,600 Closed
AWA
69
Arete Wealth Advisors
Illinois
– -$1.25M -16,739 Closed
EIA
70
Eldridge Investment Advisors
New Hampshire
– -$1.15M -15,400 Closed
BTWM
71
Baker Tilly Wealth Management
Wisconsin
– -$1.04M -13,938 Closed
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
– -$736K -9,828 Closed
FNWA
73
Financial Network Wealth Advisors
Utah
– -$551K -7,356 Closed
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
– -$542K -7,239 Closed
Bank of New York Mellon
75
Bank of New York Mellon
New York
– -$496K -6,620 Closed
1 2
3
4

DFJ Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2024, worth a combined $124M — down 47% from $231M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of DFJ and 12 opened new positions — a net loss of 13 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $3.34M. The largest seller was 3EDGE Asset Management, cutting an estimated $70M.

  • 59 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2024, down from 74 in Q4 2023.
  • Funds reported $124M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2024, down 47% quarter-over-quarter.
  • 12 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2024 and 25 closed out, a net change of -13 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2024 was Jane Street, an estimated $3.34M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2024 was 3EDGE Asset Management, an estimated $70M sold.

Based on aggregated 13F filings for Q1 2024.