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WisdomTree Japan Hedged Equity Fund

229 hedge funds and large institutions have $1.17B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

100% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 36

75% more capital invested

Capital invested by funds: $664M → $1.17B (+$501M)

20% more funds holding

Funds holding: 191229 (+38)

3.05% more ownership

Funds ownership: 42.93%45.97% (+3%)

46% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $59.1M

Holders
229
Holders Change
+38
Holders Change %
+19.9%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
61
Increased
72
Reduced
36
Closed
22
Calls
$32.1M
Puts
$59.1M
Net Calls
-$27.1M
Net Calls Change
-$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$7.7M -$250K -3,290 -3%
EST
27
EA Series Trust
Pennsylvania
$7.7M +$7.03M +92,483 New
HSBC Holdings
28
HSBC Holdings
United Kingdom
$7.09M +$5.77M +75,870 +812%
CS
29
Credit Suisse
Switzerland
$6.77M +$3.15M +41,443 +104%
AIC
30
Ayalon Insurance Company
Israel
$6.57M +$500K +6,569 +9%
MF
31
Manchester Financial
California
$6.5M -$26.2K -345 -0.4%
AWM
32
Adams Wealth Management
Utah
$6.14M +$5.61M +73,768 New
BFG
33
Bleakley Financial Group
New Jersey
$5.99M +$31.7K +417 +0.6%
SS
34
Simplicity Solutions
Minnesota
$5.99M +$31.7K +417 +0.6%
BFIC
35
Bedell Frazier Investment Counselling
California
$5.98M +$5.46M +71,859 New
Citadel Advisors
36
Citadel Advisors
Florida
$5.79M +$3.07M +40,369 +138%
SG Americas Securities
37
SG Americas Securities
New York
$5.79M
CCM
38
Condor Capital Management
New Jersey
$5.74M -$1.06K -14 -0%
SG
39
Sharper & Granite
California
$5.57M -$83.7K -1,100 -2%
LSPW
40
Lake Street Private Wealth
Illinois
$5.49M +$108K +1,414 +2%
LSAG
41
Lake Street Advisors Group
New Hampshire
$5.46M -$114K -1,503 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$5.3M +$3.91M +51,358 +417%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$4.71M -$344K -4,522 -7%
TF
44
Trek Financial
Arizona
$4.55M +$4.16M +54,713 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$4.51M +$1.97M +25,849 +91%
MIA
46
MMBG Investment Advisors
Florida
$4.48M
GT
47
Glenmede Trust
Pennsylvania
$3.91M
Osaic Holdings
48
Osaic Holdings
Arizona
$3.9M +$2.44M +32,103 +217%
SIM
49
SSI Investment Management
California
$3.82M +$3.49M +45,880 New
Deutsche Bank
50
Deutsche Bank
Germany
$3.71M

DXJ Hedge Fund Activity: Q2 2023 in Review

229 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2023, worth a combined $1.17B — up 75% from $664M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DXJ positions and 22 closed out — a net gain of 39 holders — while 72 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $67M. The largest seller was Jane Street, cutting an estimated $29.3M.

  • 229 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.17B of WisdomTree Japan Hedged Equity Fund stock for Q2 2023, up 75% quarter-over-quarter.
  • 61 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2023 and 22 closed out, a net change of +39 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2023 was Bank of Montreal, an estimated $67M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2023 was Jane Street, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2023.