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WisdomTree Japan Hedged Equity Fund

193 hedge funds and large institutions have $748M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $676M → $748M (+$72.1M)

5% more funds holding

Funds holding: 184193 (+9)

0.49% more ownership

Funds ownership: 36.64%37.14% (+0.49%)

97% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $94.3M

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
48
Reduced
43
Closed
27
Calls
$3.15M
Puts
$94.3M
Net Calls
-$91.1M
Net Calls Change
-$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$1.63M -$2.02M -32,158 -55%
FTUS
52
Flow Traders U.S.
New York
$1.49M +$1.5M +23,879 New
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.4M -$361K -5,740 -20%
CCA
54
Clearwater Capital Advisors
Illinois
$1.32M -$66.7K -1,062 -5%
RG
55
Rathbones Group
United Kingdom
$1.32M -$39.3K -625 -3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.28M +$754K +11,999 +140%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$1.27M +$1.28M +20,325 New
SCI
58
S&CO Inc
Massachusetts
$1.25M
Citigroup
59
Citigroup
New York
$1.21M -$140K -2,227 -10%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$1.2M
YAVAPFMC
61
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.17M
GEM
62
Global Endowment Management
North Carolina
$1.17M
IWA
63
Intercontinental Wealth Advisors
Texas
$1.16M -$4.08K -65 -0.3%
SG Americas Securities
64
SG Americas Securities
New York
$1.13M
PCIG
65
Partners Capital Investment Group
Massachusetts
$1.08M -$378K -6,019 -26%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$907K +$17.3K +275 +2%
VCM
67
Versant Capital Management
Arizona
$897K -$35.2K -560 -4%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$893K -$66.7M -1,061,600 -99%
Nomura Asset Management
69
Nomura Asset Management
Japan
$872K +$876K +13,940 New
OMC
70
Old Mission Capital
Illinois
$832K +$835K +13,296 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$816K -$2.05M -32,690 -71%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$799K -$95.7K -1,524 -11%
EAMA
73
EFG Asset Management (Americas)
Florida
$780K +$13.7K +218 +2%
MC
74
Moors & Cabot
Massachusetts
$772K +$210K +3,336 +37%
CLOS
75
Compagnie Lombard Odier SCmA
Switzerland
$719K

DXJ Hedge Fund Activity: Q4 2021 in Review

193 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2021, worth a combined $748M — up 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DXJ positions and 27 closed out — a net gain of 11 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of Nova Scotia, cutting an estimated $66.7M.

  • 193 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $748M of WisdomTree Japan Hedged Equity Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 38 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2021 and 27 closed out, a net change of +11 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2021 was JP Morgan Chase, an estimated $125M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2021 was Bank of Nova Scotia, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2021.