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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
TLCM
126
Twin Lakes Capital Management
California
$74K +$70K +1,200 New
IAIM
127
International Assets Investment Management
Florida
$65K +$32.3K +553 +97%
TFGT
128
TS Financial Group (TSFG)
Illinois
$62K
MF
129
Manchester Financial
California
$61K
LWM
130
Liberty Wealth Management
California
$57K
CFN
131
Cordasco Financial Network
Florida
$54K
HCP
132
Hexagon Capital Partners
Arkansas
$50K -$77.3K -1,325 -62%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$44K -$62.4K -1,070 -60%
US Bancorp
134
US Bancorp
Minnesota
$43K -$11.6K -199 -22%
FA
135
Financial Advantage
Maryland
$40K -$21.5K -369 -36%
Barclays
136
Barclays
United Kingdom
$37K -$5.83K -100 -14%
PWMG
137
Prestige Wealth Management Group
New Jersey
$31K
WT
138
Whittier Trust
California
$31K
APWM
139
Atlas Private Wealth Management
New York
$28K -$26.8K -460 -50%
NSIM
140
North Star Investment Management
Illinois
$28K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$27K
LFASL
142
Lugano Financial Advisors SA (LFA)
Switzerland
$26K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$25K -$1.23K -21 -5%
BDWM
144
Brewin Dolphin Wealth Management
Ireland
$22.7K +$21.6K +370 New
BWM
145
BerganKDV Wealth Management
Minnesota
$22K
PA
146
Parallel Advisors
California
$21K
AFS
147
Annapolis Financial Services
Maryland
$18K
AF
148
Allworth Financial
California
$17K
CFA
149
Carroll Financial Associates
North Carolina
$17K
HI
150
Harbour Investments
Wisconsin
$17K +$16K +274 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.