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WisdomTree Japan SmallCap Dividend Fund

61 hedge funds and large institutions have $131M invested in WisdomTree Japan SmallCap Dividend Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.48% more ownership

Funds ownership: 52.01%54.49% (+2.5%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $128M → $131M (+$2.96M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 6261 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.4M +$339K +4,426 +1%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M -$1.99M -25,958 -10%
MFWM
3
Motley Fool Wealth Management
Virginia
$16.5M -$1.76M -22,929 -9%
Raymond James Financial
4
Raymond James Financial
Florida
$14.4M +$14.7M +192,126 New
FTUS
5
Flow Traders U.S.
New York
$8.05M +$8.21M +107,143 New
Vontobel Holding
6
Vontobel Holding
Switzerland
$6.06M -$63.8K -833 -1%
BIA
7
Barry Investment Advisors
Massachusetts
$5.91M +$248K +3,239 +4%
SC
8
Schoolcraft Capital
Colorado
$5.23M +$101K +1,315 +2%
Wells Fargo
9
Wells Fargo
California
$4.67M +$4.65M +60,665 +4,181%
SBCM
10
Schwerin Boyle Capital Management
Massachusetts
$4.39M +$1.49M +19,470 +50%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.62M +$3.69M +48,215 New
UBS Group
12
UBS Group
Switzerland
$3.43M -$319K -4,165 -8%
Jane Street
13
Jane Street
New York
$2.82M +$841K +10,979 +41%
LPL Financial
14
LPL Financial
California
$1.82M -$167K -2,178 -8%
Bank of America
15
Bank of America
North Carolina
$1.43M +$167K +2,176 +13%
CL
16
CSS LLC
Illinois
$1.43M +$76.6K +1,000 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.3M -$78.4K -1,024 -6%
BPA
18
Beacon Pointe Advisors
California
$1.2M -$103K -1,350 -8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$800K -$1.07K -14 -0.1%
BCA
20
Bay Colony Advisors
Massachusetts
$568K
Citadel Advisors
21
Citadel Advisors
Florida
$567K +$378K +4,934 +189%
CC
22
Cornerstone Capital
California
$486K
RGC
23
Roberts, Glore & Co
Illinois
$407K -$3.68K -48 -0.9%
AFG
24
Atomi Financial Group
New York
$396K +$105K +1,366 +35%
CWP
25
Core Wealth Partners
California
$263K

DFJ Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q4 2024, worth a combined $131M — up 2.3% from $128M a quarter earlier.

Fund positioning in DFJ was balanced in Q4 2024: 12 funds opened new positions, 12 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $8.21M. The largest seller was Morgan Stanley, cutting an estimated $1.99M.

  • 61 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q4 2024, down from 62 in Q3 2024.
  • Funds reported $131M of WisdomTree Japan SmallCap Dividend Fund stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 12 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q4 2024 and 12 closed out, a net change of 0 holders.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $8.21M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q4 2024 was Morgan Stanley, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.