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WisdomTree Japan Hedged Equity Fund

304 hedge funds and large institutions have $2.36B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 54

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.4M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$513M)

20% more funds holding

Funds holding: 253304 (+51)

13.5% less ownership

Funds ownership: 63.99%50.49% (-14%)

Holders
304
Holders Change
+51
Holders Change %
+20.16%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
80
Increased
110
Reduced
54
Closed
24
Calls
$125M
Puts
$81.4M
Net Calls
+$43.3M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
226
Breed's Hill Capital
Massachusetts
$206K +$189K +1,900 New
PTC
227
Private Trust Company
Ohio
$199K +$118K +1,188 +185%
BWP
228
Baldwin Wealth Partners
Massachusetts
$185K
SS
229
Sunbelt Securities
Texas
$179K +$111K +1,118 +212%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K +$2.09K +21 +2%
BBHC
231
Brown Brothers Harriman & Co
New York
$152K
PS
232
Principal Securities
Iowa
$146K +$3.89K +39 +3%
NA
233
NewEdge Advisors
Louisiana
$139K +$127K +1,277 New
TLCM
234
Twin Lakes Capital Management
California
$130K
GTAM
235
Global Trust Asset Management
Florida
$123K +$82.8K +830 +277%
CA
236
Continuum Advisory
Idaho
$112K +$102K +1,025 New
BTI
237
Blue Trust Inc
Georgia
$109K +$100K +1,003 New
PAM
238
Palisade Asset Management
Minnesota
$109K +$99.7K +1,000 New
GRP
239
Global Retirement Partners
California
$104K -$18K -181 -16%
PA
240
Parallel Advisors
California
$94.2K +$13.1K +131 +18%
RFA
241
Register Financial Advisors
Georgia
$89.4K +$82.2K +824 New
TFGT
242
TS Financial Group (TSFG)
Illinois
$77K
HCM
243
Hollencrest Capital Management
California
$76K
GFL
244
Granite FO LLC
New Hampshire
$73.7K
HCP
245
Hexagon Capital Partners
Arkansas
$66.1K
LWA
246
Lowe Wealth Advisors
Maryland
$55.6K +$51K +512 New
PWMG
247
Prestige Wealth Management Group
New Jersey
$54.3K
CA
248
Centerpoint Advisors
Massachusetts
$54K +$49.9K +500 New
TRCT
249
Tower Research Capital (TRC)
New York
$53.1K +$41.4K +415 +561%
HNB
250
Hilltop National Bank
Wyoming
$52.6K +$48.4K +485 New

DXJ Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2024, worth a combined $2.36B — up 28% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DXJ positions and 24 closed out — a net gain of 56 holders — while 110 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $260M.

  • 304 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.36B of WisdomTree Japan Hedged Equity Fund stock for Q1 2024, up 28% quarter-over-quarter.
  • 80 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2024 and 24 closed out, a net change of +56 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2024 was Bank of Montreal, an estimated $167M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2024.