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WisdomTree Japan Hedged Equity Fund

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: 89 (+1)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% less funds holding

Funds holding: 255253 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VF
251
VitalStone Financial
Texas
$1K +$619 +7 New
FGAM
252
Financial Gravity Asset Management
Texas
$245 +$88 +1 +100%
WB
253
Webster Bank
Connecticut
$88
Bank of Nova Scotia
254
Bank of Nova Scotia
Ontario, Canada
-$50.8M -575,600 Closed
HI
255
Horizon Investments
North Carolina
-$30.9M -350,281 Closed
MCM
256
Mainstay Capital Management
Michigan
-$28.2M -319,288 Closed
GEM
257
Global Endowment Management
North Carolina
-$11.5M -130,140 Closed
BFIC
258
Bedell Frazier Investment Counselling
California
-$6.35M -71,965 Closed
SG Americas Securities
259
SG Americas Securities
New York
-$6.14M -69,566 Closed
TF
260
Trek Financial
Arizona
-$2.96M -33,492 Closed
FHB
261
First Hawaiian Bank
Hawaii
-$1.92M -21,775 Closed
FFS
262
Founders Financial Securities
Maryland
-$1.59M -18,050 Closed
CF
263
Centaurus Financial
California
-$1.59M -17,969 Closed
NA
264
NewEdge Advisors
Louisiana
-$1.55M -17,540 Closed
Toronto Dominion Bank
265
Toronto Dominion Bank
Ontario, Canada
-$1.48M -16,789 Closed
Nomura Asset Management
266
Nomura Asset Management
Japan
-$1.34M -15,135 Closed
AWM
267
AE Wealth Management
Kansas
-$1.09M -12,404 Closed
MWM
268
Merriman Wealth Management
Washington
-$1.08M -12,232 Closed
TFA
269
Teamwork Financial Advisors
Texas
-$1.05M -11,929 Closed
EIA
270
Eldridge Investment Advisors
New Hampshire
-$971K -11,000 Closed
BCM
271
Barometer Capital Management
Ontario, Canada
-$940K -10,648 Closed
SF
272
Summit Financial
New Jersey
-$873K -9,898 Closed
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
-$693K -7,857 Closed
CM
274
Columbus Macro
Pennsylvania
-$654K -7,406 Closed
GT
275
Glenview Trust
Kentucky
-$639K -7,240 Closed

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.