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WisdomTree Japan Hedged Equity Fund

304 hedge funds and large institutions have $2.36B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 54

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.4M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$513M)

20% more funds holding

Funds holding: 253304 (+51)

13.5% less ownership

Funds ownership: 63.99%50.49% (-14%)

Holders
304
Holders Change
+51
Holders Change %
+20.16%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
80
Increased
110
Reduced
54
Closed
24
Calls
$125M
Puts
$81.4M
Net Calls
+$43.3M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Sharper & Granite
California
$7.1M +$301K +3,022 +5%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$6.58M +$4.85M +48,642 +405%
LSAG
53
Lake Street Advisors Group
New Hampshire
$6.44M -$104K -1,047 -2%
HW
54
Hamilton Wealth
California
$6.4M +$5.88M +58,970 New
Citigroup
55
Citigroup
New York
$6.39M +$3.99M +40,036 +212%
PF
56
Phoenix Financial
Israel
$6.29M -$1.55M -15,550 -21%
APTFM
57
AGUR Provident & Training Funds Management
Israel
$6.02M +$5.53M +55,500 New
GT
58
Glenmede Trust
Pennsylvania
$5.96M -$502K -5,039 -8%
AWM
59
AAF Wealth Management
Massachusetts
$5.68M +$5.22M +52,323 New
GWM
60
Geneos Wealth Management
Colorado
$5.34M +$4.89M +49,030 +22,388%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$5.26M +$1.97M +19,732 +69%
GC
62
Glenorchy Capital
Australia
$5.18M +$40.9K +410 +0.9%
MIA
63
MMBG Investment Advisors
Florida
$5.1M
Renaissance Technologies
64
Renaissance Technologies
New York
$4.94M +$1.78M +17,900 +65%
ACM
65
Anfield Capital Management
California
$4.83M +$2.32M +23,240 +109%
LNC
66
Lincoln National Corp
Pennsylvania
$4.83M -$70.6K -708 -2%
Deutsche Bank
67
Deutsche Bank
Germany
$4.64M
OCM
68
One Capital Management
California
$4.52M -$54.3K -545 -1%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$4.43M +$598K +5,993 +17%
CRC
70
Curi RMB Capital
Illinois
$4.04M +$1.3K +13 +0%
MWM
71
Moulton Wealth Management
Washington
$3.98M +$3.65M +36,641 New
MML Investors Services
72
MML Investors Services
Massachusetts
$3.93M +$182K +1,822 +5%
CM
73
Churchill Management
California
$3.73M +$3.43M +34,405 New
HC
74
Hamilton Capital
Ohio
$3.7M +$354K +3,551 +12%
GVAG
75
Great Valley Advisor Group
Delaware
$3.58M +$1.44M +14,400 +77%

DXJ Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2024, worth a combined $2.36B — up 28% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DXJ positions and 24 closed out — a net gain of 56 holders — while 110 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $260M.

  • 304 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.36B of WisdomTree Japan Hedged Equity Fund stock for Q1 2024, up 28% quarter-over-quarter.
  • 80 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2024 and 24 closed out, a net change of +56 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2024 was Bank of Montreal, an estimated $167M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2024.