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WisdomTree Japan Hedged Equity Fund
DXJ

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: 9 → 13 (+4)

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$513M)

20% more funds holding

Funds holding: 253 → 304 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$167M
2
Bank of America
Bank of America
North Carolina
+$61M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$52.7M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$260M
2
Jane Street
Jane Street
New York
-$191M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$34.5M
4
OMC
Old Mission Capital
Illinois
-$27.9M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$1.79M +$569K +5,706 +53%
CA
102
CoreCap Advisors
Michigan
$1.78M +$1.64M +16,401 New
CIA
103
Concurrent Investment Advisors
Florida
$1.67M +$726K +7,279 +89%
NLP
104
Next Level Private
New York
$1.59M -$146K -1,467 -9%
IWC
105
Integrated Wealth Concepts
Massachusetts
$1.59M +$1.46M +14,614 New
Bank of New York Mellon
106
Bank of New York Mellon
New York
$1.58M +$570K +5,714 +65%
Creative Planning
107
Creative Planning
Kansas
$1.57M +$716K +7,177 +99%
GA
108
GFS Advisors
Texas
$1.56M – – –
CAM
109
Cresset Asset Management
Illinois
$1.56M +$514K +5,159 +56%
HighTower Advisors
110
HighTower Advisors
Illinois
$1.51M +$559K +5,602 +67%
Squarepoint
111
Squarepoint
New York
$1.49M +$1.37M +13,718 New
VAS
112
Valicenti Advisory Services
New York
$1.47M +$1.35M +13,510 New
PCM
113
Parsons Capital Management
Rhode Island
$1.46M +$633K +6,346 +89%
CL
114
CSS LLC
Illinois
$1.41M -$548K -5,500 -30%
ASN
115
Advisory Services Network
Georgia
$1.41M +$355K +3,556 +38%
CA
116
Cumberland Advisors
Florida
$1.36M +$1.25M +12,520 New
TCWM
117
Total Clarity Wealth Management
Illinois
$1.31M +$1.2M +12,052 New
Simplex Trading
118
Simplex Trading
Illinois
$1.3M +$1.2M +12,008 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$1.28M +$1.18M +11,822 New
MFG
120
Merit Financial Group
Georgia
$1.28M +$449K +4,499 +61%
CWP
121
Concord Wealth Partners
Virginia
$1.27M +$11.4K +114 +1%
NPT
122
National Philanthropic Trust
Pennsylvania
$1.25M – – –
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$1.25M – – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$1.23M -$47.9K -480 -4%
AFO
125
Allie Family Office
Florida
$1.23M +$360K +3,608 +47%
3 4
5
6 7

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.