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WisdomTree Japan Hedged Equity Fund
DXJ

253 hedge funds and large institutions have $1.85B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $94.2M | Put options by funds: $16.1M

19% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$299M)

14.4% more ownership

Funds ownership: 49.59% → 63.99% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% less funds holding

Funds holding: 255 → 253 (-2)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
44
Increased
73
Reduced
79
Closed
40
Calls
$94.2M
Puts
$16.1M
Net Calls
+$78.1M
Net Calls Change
+$117M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$246M
2
Jane Street
Jane Street
New York
+$219M
3
JP Morgan Chase
JP Morgan Chase
New York
+$130M
4
OMC
Old Mission Capital
Illinois
+$28.1M
5
LPL Financial
LPL Financial
California
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$137M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$50.8M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$42.5M
4
HI
Horizon Investments
North Carolina
-$30.9M
5
MCM
Mainstay Capital Management
Michigan
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
226
Frazier Financial Advisors
Ohio
$17.6K +$17.7K +200 New
IA
227
IFP Advisors
Florida
$17.2K +$972 +11 +6%
PPC
228
Park Place Capital
Alabama
$17.1K +$707 +8 +4%
KFI
229
Key Financial Inc
Pennsylvania
$11.7K – – –
HWP
230
Highline Wealth Partners
California
$11.2K +$6.81K +77 +154%
DF
231
DecisionPoint Financial
Arizona
$11.1K – – –
FFA
232
Farther Finance Advisors
California
$9.77K – – –
WT
233
Whittier Trust
California
$9.15K – – –
BWL
234
Bogart Wealth LLC
Virginia
$7.48K – – –
TRCT
235
Tower Research Capital (TRC)
New York
$6.51K -$26.9K -304 -80%
Bessemer Group
236
Bessemer Group
New Jersey
$6K – – –
CHA
237
Carmichael Hill & Associates
Maryland
$5.37K – – –
CP
238
Castleview Partners
Texas
$4.58K – – –
NECFA
239
New England Capital Financial Advisors
Connecticut
$4.58K +$4.6K +52 New
EWA
240
EverSource Wealth Advisors
Alabama
$4.13K – – –
TFG
241
Team Financial Group
California
$3.01K – – –
HGERS
242
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
WTC
243
WhitTier Trust Company
Nevada
$2.99K – – –
CFD
244
Creative Financial Designs
Indiana
$2.73K – – –
AWM
245
AllSquare Wealth Management
New York
$2.11K – – –
T
246
Tidemark
California
$2.11K +$2.12K +24 New
HGA
247
Hobbs Group Advisors
South Carolina
$2.06K +$2.03K +23 New
B
248
Birchbrook
Maine
$1.88K +$1.86K +21 New
PCTC
249
Perkins Coie Trust Company
Washington
$1.85K – – –
IGWM
250
ICA Group Wealth Management
Colorado
$1.06K +$1.06K +12 New
8 9
10
11 12

DXJ Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2023, worth a combined $1.85B — up 19% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DXJ positions and 40 closed out — a net gain of 4 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Bank of Montreal, cutting an estimated $137M.

  • 253 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $1.85B of WisdomTree Japan Hedged Equity Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 44 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2023 and 40 closed out, a net change of +4 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2023 was Bank of Montreal, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2023.