We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund

193 hedge funds and large institutions have $748M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $676M → $748M (+$72.1M)

5% more funds holding

Funds holding: 184193 (+9)

0.49% more ownership

Funds ownership: 36.64%37.14% (+0.49%)

97% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $94.3M

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
48
Reduced
43
Closed
27
Calls
$3.15M
Puts
$94.3M
Net Calls
-$91.1M
Net Calls Change
-$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
101
Financial Sense Advisors
California
$347K -$295K -4,703 -46%
Simplex Trading
102
Simplex Trading
Illinois
$346K +$76.6K +1,220 +28%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$340K -$4.21K -67 -1%
Osaic Holdings
104
Osaic Holdings
Arizona
$335K -$114K -1,820 -25%
HIIFS
105
Harel Insurance Investments & Financial Services
Israel
$324K -$18.9K -301 -5%
MFW
106
Meristem Family Wealth
Minnesota
$319K
William Blair & Company
107
William Blair & Company
Illinois
$314K -$9.17K -146 -3%
TI
108
Telemetry Investments
New York
$313K +$314K +5,000 New
FCA
109
FLC Capital Advisors
California
$305K
NCM
110
NCM Capital Management
New Jersey
$303K +$305K +4,850 New
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$289K +$29.8K +474 +11%
CHAM
112
Clear Harbor Asset Management
Connecticut
$271K
M&T Bank
113
M&T Bank
New York
$258K
Stifel Financial
114
Stifel Financial
Missouri
$250K +$251K +3,992 New
SSG
115
Summit Securities Group
New York
$244K +$245K +3,900 New
Truist Financial
116
Truist Financial
North Carolina
$227K +$251 +4 +0.1%
Lido Advisors
117
Lido Advisors
California
$227K +$19.5K +311 +9%
FIM
118
Freedom Investment Management
Connecticut
$226K -$9.3K -148 -4%
RFN
119
RDA Financial Network
Iowa
$225K -$31.4K -500 -12%
CIA
120
Choate Investment Advisors
Massachusetts
$221K -$346K -5,510 -61%
DAM
121
Deltec Asset Management
New York
$219K
VCM
122
Vivaldi Capital Management
Illinois
$215K
MA
123
Maxele Advisors
Missouri
$206K +$207K +3,300 New
SWM
124
Spire Wealth Management
Virginia
$205K -$182K -2,900 -47%
LK
125
Lumbard & Kellner
New Hampshire
$200K

DXJ Hedge Fund Activity: Q4 2021 in Review

193 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2021, worth a combined $748M — up 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DXJ positions and 27 closed out — a net gain of 11 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of Nova Scotia, cutting an estimated $66.7M.

  • 193 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $748M of WisdomTree Japan Hedged Equity Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 38 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2021 and 27 closed out, a net change of +11 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2021 was JP Morgan Chase, an estimated $125M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2021 was Bank of Nova Scotia, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2021.