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WisdomTree Japan Hedged Equity Fund

184 hedge funds and large institutions have $676M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 175184 (+9)

7% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $45.6M

1% more capital invested

Capital invested by funds: $670M → $676M (+$5.85M)

0.82% more ownership

Funds ownership: 35.82%36.64% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
43
Reduced
47
Closed
13
Calls
$48.8M
Puts
$45.6M
Net Calls
+$3.17M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
101
FLC Capital Advisors
California
$308K
SWP
102
Stratos Wealth Partners
Ohio
$303K -$78.6K -1,275 -21%
Brown Advisory
103
Brown Advisory
Maryland
$302K -$18.5K -300 -6%
KP
104
Keel Point
Alabama
$284K +$277K +4,500 New
CHAM
105
Clear Harbor Asset Management
Connecticut
$273K
Comerica Bank
106
Comerica Bank
Texas
$271K +$266K +4,313 New
Simplex Trading
107
Simplex Trading
Illinois
$264K -$12.3K -200 -4%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$262K +$22.1K +359 +9%
M&T Bank
109
M&T Bank
New York
$261K
GG
110
Gofen & Glossberg
Illinois
$259K -$364K -5,900 -59%
RFN
111
RDA Financial Network
Iowa
$259K -$3.08K -50 -1%
FIM
112
Freedom Investment Management
Connecticut
$238K -$16.9K -275 -7%
Truist Financial
113
Truist Financial
North Carolina
$228K -$10.7K -174 -5%
DAM
114
Deltec Asset Management
New York
$221K
VCM
115
Vivaldi Capital Management
Illinois
$217K
Lido Advisors
116
Lido Advisors
California
$209K +$185 +3 +0.1%
RVPG
117
Relative Value Partners Group
$205K +$200K +3,246 New
Creative Planning
118
Creative Planning
Kansas
$203K -$24.5K -397 -11%
LK
119
Lumbard & Kellner
New Hampshire
$202K +$198K +3,206 New
Franklin Resources
120
Franklin Resources
California
$180K +$123 +2 +0.1%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$179K
Vontobel Holding
122
Vontobel Holding
Switzerland
$158K +$154K +2,500 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$137K -$678 -11 -0.5%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$137K
JEST
125
JTC Employer Solutions Trustee
Jersey
$125K

DXJ Hedge Fund Activity: Q3 2021 in Review

184 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2021, worth a combined $676M — up 0.87% from $670M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DXJ positions and 13 closed out — a net gain of 13 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $65.6M. The largest seller was JP Morgan Chase, cutting an estimated $97.5M.

  • 184 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2021, up from 175 in Q2 2021.
  • Funds reported $676M of WisdomTree Japan Hedged Equity Fund stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 26 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2021 and 13 closed out, a net change of +13 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2021 was Bank of Nova Scotia, an estimated $65.6M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2021 was JP Morgan Chase, an estimated $97.5M sold.

Based on aggregated 13F filings for Q3 2021.