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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
PFS
76
Prospera Financial Services
Texas
$3.54M -$420K -4,211 -11%
SFA
77
Sequoia Financial Advisors
Ohio
$3.51M +$3.23M +32,362 New
AWP
78
Avid Wealth Partners
Texas
$3.5M +$476K +4,772 +17%
SAM
79
Synergy Asset Management
Washington
$3.47M +$3.18M +31,936 New
Stifel Financial
80
Stifel Financial
Missouri
$3.45M +$1.16M +11,612 +57%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.26M +$1.38M +13,808 +85%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$3.25M +$2.37M +23,755 +383%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$3.11M +$616K +6,182 +27%
William Blair & Company
84
William Blair & Company
Illinois
$3.06M +$2.47M +24,760 +724%
WMG
85
WESCAP Management Group
California
$2.9M +$98.1K +984 +4%
HIIFS
86
Harel Insurance Investments & Financial Services
Israel
$2.88M -$4.99K -50 -0.2%
FMP
87
Financial Management Professionals
Texas
$2.71M -$246K -2,468 -9%
CF
88
Centaurus Financial
California
$2.54M +$2.33M +23,418 New
AWS
89
Atria Wealth Solutions
New York
$2.53M +$2.09M +20,983 +895%
Nomura Asset Management
90
Nomura Asset Management
Japan
$2.53M +$2.32M +23,300 New
SPIA
91
Steward Partners Investment Advisory
New York
$2.5M +$129K +1,292 +6%
RWM
92
Ritholtz Wealth Management
New York
$2.24M -$192K -1,927 -9%
SCI
93
S&CO Inc
Massachusetts
$2.17M
CA
94
CSM Advisors
Pennsylvania
$2.13M +$3.89K +39 +0.2%
Comerica Bank
95
Comerica Bank
Texas
$2.03M -$47.5K -476 -2%
RG
96
Rathbones Group
United Kingdom
$2.03M +$187K +1,875 +11%
ECG
97
Edge Capital Group
Georgia
$1.91M +$1.75M +17,583 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$1.91M +$125K +1,257 +8%
Mariner
99
Mariner
Kansas
$1.83M +$223K +2,240 +15%
Corient Private Wealth
100
Corient Private Wealth
Florida
$1.83M -$5.88K -59 -0.3%

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.