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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
SMG
26
Smart Money Group
Texas
$7.65M +$569K +6,436 +8%
EFA
27
Evernest Financial Advisors
Indiana
$7.58M +$7.62M +86,143 New
RJT
28
Raymond James Trust
Florida
$7.56M -$814K -9,210 -10%
Osaic Holdings
29
Osaic Holdings
Arizona
$7.52M +$741K +8,378 +11%
FIBT
30
First International Bank & Trust
North Dakota
$7.42M +$26.9K +304 +0.4%
AWM
31
Adams Wealth Management
Utah
$6.9M +$714K +8,076 +11%
PF
32
Phoenix Financial
Israel
$6.47M +$2.11M +23,815 +48%
MF
33
Manchester Financial
California
$6.46M -$175K -1,977 -3%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$6.33M +$1.59M +18,000 +33%
BSG
35
Black Swift Group
Colorado
$6.18M -$4.31M -48,716 -41%
BFG
36
Bleakley Financial Group
New Jersey
$6.08M -$314K -3,555 -5%
SS
37
Simplicity Solutions
Minnesota
$6.08M -$314K -3,555 -5%
CCM
38
Condor Capital Management
New Jersey
$5.97M -$65.4K -740 -1%
SG
39
Sharper & Granite
California
$5.56M -$170K -1,925 -3%
LSPW
40
Lake Street Private Wealth
Illinois
$5.46M +$48.1K +544 +0.9%
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$5.45M -$14.4M -163,071 -72%
LSAG
42
Lake Street Advisors Group
New Hampshire
$5.32M -$292K -3,302 -5%
GT
43
Glenmede Trust
Pennsylvania
$5.28M +$282K +3,187 +6%
Millennium Management
44
Millennium Management
New York
$5.22M +$5.24M +59,302 New
RJA
45
Raymond James & Associates
Florida
$5.18M -$965K -10,918 -16%
AC
46
Avestar Capital
New York
$4.73M -$204K -2,309 -4%
MIA
47
MMBG Investment Advisors
Florida
$4.35M -$200K -2,265 -4%
GC
48
Glenorchy Capital
Australia
$4.16M +$4.18M +47,301 New
SIM
49
SSI Investment Management
California
$4.03M
LNC
50
Lincoln National Corp
Pennsylvania
$3.98M +$3.13M +35,455 +363%

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.