We are live on ! Find out more
DFJ icon

WisdomTree Japan SmallCap Dividend Fund

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: 5960 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$5.41K -$1.43K -19 -21%
BWL
52
Bogart Wealth LLC
Virginia
$4.56K +$4.59K +61 New
ADL
53
Asset Dedication LLC
California
$3.76K
SPIA
54
Steward Partners Investment Advisory
New York
$3K -$13.2K -175 -81%
TFA
55
Toth Financial Advisory
Virginia
$1.5K +$1.5K +20 New
TCM
56
Tradewinds Capital Management
Washington
$1.5K +$1.5K +20 New
JP Morgan Chase
57
JP Morgan Chase
New York
$1.13K
CA
58
CoreCap Advisors
Michigan
$300
TRCT
59
Tower Research Capital (TRC)
New York
$225
HNB
60
Huntington National Bank
Ohio
$75
Stifel Financial
61
Stifel Financial
Missouri
-$2.1M -27,180 Closed
RCM
62
Regency Capital Management
Hawaii
-$2.06M -26,708 Closed
WAG
63
Wallace Advisory Group
California
-$1.38M -18,380 Closed
OMC
64
Old Mission Capital
Illinois
-$1.17M -15,156 Closed
HIC
65
Hartline Investment Corp
Illinois
-$511K -6,610 Closed
MG
66
Mather Group
Illinois
-$313K -4,183 Closed
FIA
67
Foundations Investment Advisors
Arizona
-$227K -2,940 Closed
WI
68
Wintrust Investments
Illinois
-$201K -2,600 Closed
IGWM
69
ICA Group Wealth Management
Colorado
-$1.47K -19 Closed
SN
70
Sittner & Nelson
Oregon
-$232 -3 Closed

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.