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WisdomTree Japan SmallCap Dividend Fund

60 hedge funds and large institutions have $127M invested in WisdomTree Japan SmallCap Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $131M → $127M (-$3.89M)

2% less funds holding

Funds holding: 6160 (-1)

4.42% less ownership

Funds ownership: 54.49%50.07% (-4.4%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$26.8M -$8.1K -105 -0%
Morgan Stanley
2
Morgan Stanley
New York
$20.9M +$1.74M +22,545 +9%
Raymond James Financial
3
Raymond James Financial
Florida
$15.9M +$622K +8,071 +4%
MFWM
4
Motley Fool Wealth Management
Virginia
$15.4M -$2.01M -26,037 -12%
Vontobel Holding
5
Vontobel Holding
Switzerland
$6.48M +$81.5K +1,057 +1%
BIA
6
Barry Investment Advisors
Massachusetts
$6.3M +$61K +791 +1%
SC
7
Schoolcraft Capital
Colorado
$5.37M -$145K -1,886 -3%
Wells Fargo
8
Wells Fargo
California
$5.14M +$213K +2,766 +4%
SBCM
9
Schwerin Boyle Capital Management
Massachusetts
$4.63M
HighTower Advisors
10
HighTower Advisors
Illinois
$3.68M -$137K -1,772 -4%
Jane Street
11
Jane Street
New York
$2.9M -$71.5K -927 -2%
UBS Group
12
UBS Group
Switzerland
$2.88M -$723K -9,378 -21%
LPL Financial
13
LPL Financial
California
$1.95M +$31.6K +410 +2%
CL
14
CSS LLC
Illinois
$1.51M
Bank of America
15
Bank of America
North Carolina
$1.29M -$211K -2,740 -14%
BPA
16
Beacon Pointe Advisors
California
$1.04M -$224K -2,900 -18%
BCA
17
Bay Colony Advisors
Massachusetts
$604K
CC
18
Cornerstone Capital
California
$512K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$435K +$423K +5,484 New
AFG
20
Atomi Financial Group
New York
$435K +$16.5K +214 +4%
RGC
21
Roberts, Glore & Co
Illinois
$429K
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$320K +$82.4K +1,069 +36%
CWP
23
Core Wealth Partners
California
$277K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$264K -$1.07M -13,933 -81%
MIH
25
Meitav Investment House
Israel
$251K

DFJ Hedge Fund Activity: Q1 2025 in Review

60 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan SmallCap Dividend Fund (DFJ) for Q1 2025, worth a combined $127M — down 3% from $131M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DFJ and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $1.74M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.05M sold.

  • 60 institutional investors held WisdomTree Japan SmallCap Dividend Fund (DFJ) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $127M of WisdomTree Japan SmallCap Dividend Fund stock for Q1 2025, down 3% quarter-over-quarter.
  • 4 funds opened new WisdomTree Japan SmallCap Dividend Fund positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Japan SmallCap Dividend Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.74M added.
  • The largest WisdomTree Japan SmallCap Dividend Fund seller in Q1 2025 was Flow Traders U.S., an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2025.