We are live on ! Find out more
DXJ icon

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
SPIA
76
Steward Partners Investment Advisory
New York
$1.91M +$157K +1,779 +9%
ACM
77
Anfield Capital Management
California
$1.88M -$16.2K -183 -0.9%
Stifel Financial
78
Stifel Financial
Missouri
$1.78M +$10.5K +119 +0.6%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.77M +$663K +7,496 +60%
SCI
80
S&CO Inc
Massachusetts
$1.76M
CA
81
CSM Advisors
Pennsylvania
$1.72M
Comerica Bank
82
Comerica Bank
Texas
$1.69M -$34.5K -390 -2%
Citigroup
83
Citigroup
New York
$1.66M +$55.6K +629 +3%
GVAG
84
Great Valley Advisor Group
Delaware
$1.64M +$148K +1,673 +10%
CL
85
CSS LLC
Illinois
$1.63M -$265K -3,000 -14%
Corient Private Wealth
86
Corient Private Wealth
Florida
$1.49M -$31.2K -353 -2%
RG
87
Rathbones Group
United Kingdom
$1.48M -$202K -2,290 -12%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$1.43M +$34.5K +390 +2%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$1.43M -$1.68M -19,000 -54%
NLP
90
Next Level Private
New York
$1.42M +$23.2K +263 +2%
Mariner
91
Mariner
Kansas
$1.29M +$1.09M +12,314 +523%
Wolverine Trading
92
Wolverine Trading
Illinois
$1.27M +$991K +11,208 +345%
GA
93
GFS Advisors
Texas
$1.26M
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$1.06M +$619 +7 +0.1%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.04M -$616K -6,973 -37%
CWP
96
Concord Wealth Partners
Virginia
$1.02M +$71K +803 +7%
NPT
97
National Philanthropic Trust
Pennsylvania
$1.01M +$1.02M +11,536 New
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$1.01M -$17.7K -200 -2%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$953K +$321K +3,636 +51%
DFA
100
DHK Financial Advisors
New Hampshire
$930K +$16.7K +189 +2%

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.