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WisdomTree Japan Hedged Equity Fund

255 hedge funds and large institutions have $1.55B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $1.17B → $1.55B (+$387M)

11% more funds holding

Funds holding: 229255 (+26)

3.62% more ownership

Funds ownership: 45.97%49.59% (+3.6%)

25% less call options, than puts

Call options by funds: $115M | Put options by funds: $155M

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
54
Increased
80
Reduced
58
Closed
24
Calls
$115M
Puts
$155M
Net Calls
-$39.1M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$4.84M -$149K -1,750 -3%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$4.76M +$3.98M +46,700 +649%
MIA
53
MMBG Investment Advisors
Florida
$4.56M -$190K -2,230 -4%
PF
54
Phoenix Financial
Israel
$4.4M +$724K +8,489 +21%
SIM
55
SSI Investment Management
California
$4.03M -$17.4K -204 -0.4%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$3.92M -$835K -9,794 -18%
FIA
57
Foundations Investment Advisors
Arizona
$3.79M +$3.45M +40,408 +1,613%
Deutsche Bank
58
Deutsche Bank
Germany
$3.78M -$149K -1,750 -4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$3.68M +$1.67M +19,611 +89%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$3.68M +$407K +4,775 +13%
CS
61
Credit Suisse
Switzerland
$3.5M -$3.55M -41,654 -51%
CRC
62
Curi RMB Capital
Illinois
$3.28M -$1.19K -14 -0%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.11M -$2.43M -28,460 -45%
TF
64
Trek Financial
Arizona
$2.96M -$1.81M -21,221 -39%
Two Sigma Investments
65
Two Sigma Investments
New York
$2.9M +$2.81M +32,900 New
KAS
66
Kestra Advisory Services
Texas
$2.87M +$381K +4,468 +16%
HC
67
Hamilton Capital
Ohio
$2.66M +$520K +6,097 +25%
FMP
68
Financial Management Professionals
Texas
$2.6M -$183K -2,146 -7%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$2.54M +$343K +4,025 +16%
MML Investors Services
70
MML Investors Services
Massachusetts
$2.52M +$830K +9,740 +52%
WC
71
Waterloo Capital
Texas
$2.5M +$2.1M +24,673 +666%
WMG
72
WESCAP Management Group
California
$2.33M +$21.8K +256 +1%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$2.29M +$2.21M +25,907 New
PFS
74
Prospera Financial Services
Texas
$2.21M +$1.37M +16,081 +179%
William Blair & Company
75
William Blair & Company
Illinois
$2.21M +$1.91M +22,424 +866%

DXJ Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2023, worth a combined $1.55B — up 33% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DXJ positions and 24 closed out — a net gain of 30 holders — while 80 added to existing stakes and 58 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $76.7M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $25.6M sold.

  • 255 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2023, up from 229 in Q2 2023.
  • Funds reported $1.55B of WisdomTree Japan Hedged Equity Fund stock for Q3 2023, up 33% quarter-over-quarter.
  • 54 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2023 and 24 closed out, a net change of +30 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2023 was Bank of Montreal, an estimated $76.7M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2023 was RiverFront Investment Group, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2023.