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WisdomTree Japan Hedged Equity Fund

185 hedge funds and large institutions have $504M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

37% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $14.3M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more capital invested

Capital invested by funds: $417M → $504M (+$87.9M)

11% more funds holding

Funds holding: 167185 (+18)

4.35% more ownership

Funds ownership: 25.94%30.28% (+4.3%)

38% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 56

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
35
Reduced
56
Closed
16
Calls
$19.6M
Puts
$14.3M
Net Calls
+$5.29M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
101
Hamilton Capital
Ohio
$272K +$259K +4,435 New
CHAM
102
Clear Harbor Asset Management
Connecticut
$266K
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$263K -$17.9K -307 -7%
Creative Planning
104
Creative Planning
Kansas
$259K +$10.5K +180 +4%
RFN
105
RDA Financial Network
Iowa
$258K -$1.46K -25 -0.6%
FIM
106
Freedom Investment Management
Connecticut
$256K -$12K -205 -5%
M&T Bank
107
M&T Bank
New York
$253K -$16.7K -287 -7%
DAM
108
Deltec Asset Management
New York
$215K -$58.3K -1,000 -22%
Cerity Partners
109
Cerity Partners
New York
$215K +$205K +3,508 New
BWP
110
Baldwin Wealth Partners
Massachusetts
$209K
CIA
111
Capital Investment Advisors
Georgia
$207K +$196K +3,367 New
WS
112
Wedbush Securities
California
$207K +$197K +3,370 New
Lido Advisors
113
Lido Advisors
California
$205K -$39.5K -677 -17%
VCM
114
Vivaldi Capital Management
Illinois
$205K +$200K +3,436 New
Wolverine Trading
115
Wolverine Trading
Illinois
$201K -$418K -7,168 -69%
Truist Financial
116
Truist Financial
North Carolina
$201K +$192K +3,287 New
Franklin Resources
117
Franklin Resources
California
$169K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$153K -$74.8K -1,282 -34%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$132K -$58.3K -1,000 -32%
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$132K +$125K +2,138 +23,756%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$130K +$14.1K +242 +13%
DWMG
122
DB Wealth Management Group
California
$110K -$24.7K -423 -19%
SPIA
123
Steward Partners Investment Advisory
New York
$107K +$93.5K +1,603 +1,121%
BCM
124
Bourgeon Capital Management
Connecticut
$90K
CG
125
Cutler Group
California
$85K +$81.6K +1,400 New

DXJ Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2021, worth a combined $504M — up 21% from $417M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DXJ positions and 16 closed out — a net gain of 20 holders — while 35 added to existing stakes and 56 trimmed.

The largest buyer was Kemnay Advisory Services, adding an estimated $37.8M. The largest seller was Goldman Sachs, cutting an estimated $19.3M.

  • 185 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2021, up from 167 in Q4 2020.
  • Funds reported $504M of WisdomTree Japan Hedged Equity Fund stock for Q1 2021, up 21% quarter-over-quarter.
  • 36 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2021 and 16 closed out, a net change of +20 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2021 was Kemnay Advisory Services, an estimated $37.8M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2021 was Goldman Sachs, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.