WisdomTree Japan SmallCap Dividend Fund
DFJ
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.
500% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 5
123% more capital invested
Capital invested by funds: $104M → $231M (+$128M)
51% more funds holding
Funds holding: 49 → 74 (+25)
18.38% more ownership
Funds ownership: 51.86% → 70.24% (+18%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$64.6M |
| 2 |
Morgan Stanley
New York
|
+$12.7M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$10.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.55M |
| 5 |
Cerity Partners
New York
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.48M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.68M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.66M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$997K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
76
Old Mission Capital
Chicago,
Illinois
| – | -$2.48M | -35,919 | Closed |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.52M | -22,037 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$397K | -5,761 | Closed |
|
|
AWM
79
Ameliora Wealth Management
Zurich,
Switzerland
| – | -$21.8K | -316 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -219 | Closed |
|
DFJ Hedge Fund Activity: Q4 2023 in Review
74 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2023, worth a combined $231M — up 123% from $104M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DFJ positions and 5 closed out — a net gain of 25 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $64.6M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.48M sold.
- 74 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $231M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2023, up 123% quarter-over-quarter.
- 30 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2023 and 5 closed out, a net change of +25 holders.
- The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2023 was 3EDGE Asset Management, an estimated $64.6M added.
- The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2023 was Old Mission Capital, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2023.