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WisdomTree Japan SmallCap Dividend Fund

62 hedge funds and large institutions have $128M invested in WisdomTree Japan SmallCap Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $226K | Put options by funds: $81K

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $110M → $128M (+$18.3M)

6.4% more ownership

Funds ownership: 45.61%52.01% (+6.4%)

3% more funds holding

Funds holding: 6062 (+2)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
13
Closed
5
Calls
$226K
Puts
$81K
Net Calls
+$145K
Net Calls Change
+$145K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$26.9M +$4.03M +52,246 +19%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M +$4.23M +54,813 +26%
MFWM
3
Motley Fool Wealth Management
Virginia
$19.7M -$1.93M -24,974 -9%
RJA
4
Raymond James & Associates
Florida
$15.2M +$220K +2,858 +2%
Vontobel Holding
5
Vontobel Holding
Switzerland
$6.57M +$75.2K +976 +1%
BIA
6
Barry Investment Advisors
Massachusetts
$6.09M +$50.3K +652 +0.9%
SC
7
Schoolcraft Capital
Colorado
$5.51M -$253K -3,281 -5%
UBS Group
8
UBS Group
Switzerland
$4.02M +$1.88M +24,361 +95%
SBCM
9
Schwerin Boyle Capital Management
Massachusetts
$3.15M +$3.01M +39,000 New
Jane Street
10
Jane Street
New York
$2.14M -$641K -8,317 -24%
LPL Financial
11
LPL Financial
California
$2.13M -$33K -428 -2%
NL
12
NKCFO LLC
Illinois
$1.98M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.48M -$267K -3,458 -16%
CL
14
CSS LLC
Illinois
$1.45M +$463K +6,000 +50%
BPA
15
Beacon Pointe Advisors
California
$1.4M
Bank of America
16
Bank of America
North Carolina
$1.36M -$83.2K -1,079 -6%
3AM
17
3EDGE Asset Management
Florida
$1.27M +$5.24K +68 +0.4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$860K +$2.54K +33 +0.3%
BCA
19
Bay Colony Advisors
Massachusetts
$610K +$50.1K +650 +9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$529K -$297K -3,859 -37%
CC
21
Cornerstone Capital
California
$521K
RGC
22
Roberts, Glore & Co
Illinois
$441K -$5.78K -75 -1%
AFG
23
Atomi Financial Group
New York
$315K +$301K +3,903 New
CWP
24
Core Wealth Partners
California
$282K
MIH
25
Meitav Investment House
Israel
$256K

DFJ Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q3 2024, worth a combined $128M — up 17% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFJ positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was Motley Fool Wealth Management, cutting an estimated $1.93M.

  • 62 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $128M of WisdomTree Japan SmallCap Dividend Fund stock for Q3 2024, up 17% quarter-over-quarter.
  • 7 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q3 2024 was Morgan Stanley, an estimated $4.23M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q3 2024 was Motley Fool Wealth Management, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2024.