We are live on ! Find out more
DXJ icon

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
CA
76
CSM Advisors
Pennsylvania
$1.63M +$17.7K +233 +1%
RG
77
Rathbones Group
United Kingdom
$1.59M -$38K -500 -3%
CL
78
CSS LLC
Illinois
$1.58M +$76K +1,000 +6%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.57M +$1.01M +13,328 +243%
YAVAPFMC
80
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.56M
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.55M +$1.15M +15,158 +432%
RWA
82
Redhawk Wealth Advisors
Minnesota
$1.55M +$1.42M +18,636 New
Citigroup
83
Citigroup
New York
$1.44M +$130K +1,715 +11%
IWA
84
Intercontinental Wealth Advisors
Texas
$1.35M -$5.4K -71 -0.4%
NLP
85
Next Level Private
New York
$1.29M +$11.3K +149 +0.9%
GA
86
GFS Advisors
Texas
$1.2M -$228K -3,000 -17%
MWM
87
Merriman Wealth Management
Washington
$1.06M -$53.5K -703 -5%
SC
88
Scotia Capital
Ontario, Canada
$1.04M -$184K -2,421 -16%
AWM
89
AE Wealth Management
Kansas
$1.02M +$174K +2,289 +23%
Stifel Financial
90
Stifel Financial
Missouri
$1.01M +$920K +12,102 New
TFA
91
Teamwork Financial Advisors
Texas
$995K +$220K +2,889 +32%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$993K +$568K +7,465 +167%
3AM
93
3EDGE Asset Management
Florida
$980K +$895K +11,771 New
CIBC World Market
94
CIBC World Market
Ontario, Canada
$966K +$9.58K +126 +1%
CLOS
95
Compagnie Lombard Odier SCmA
Switzerland
$957K
NA
96
NewEdge Advisors
Louisiana
$939K +$162K +2,131 +23%
DFA
97
DHK Financial Advisors
New Hampshire
$865K +$7.3K +96 +0.9%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$843K +$683K +8,975 +847%
AAS
99
Avantax Advisory Services
Texas
$838K +$765K +10,066 New
IC
100
IEQ Capital
California
$828K +$232K +3,046 +44%

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.