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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
DWMG
126
DB Wealth Management Group
California
$114K
BWP
127
Baldwin Wealth Partners
Massachusetts
$108K
BCM
128
Bourgeon Capital Management
Connecticut
$93K
TLCM
129
Twin Lakes Capital Management
California
$76K
SPIA
130
Steward Partners Investment Advisory
New York
$72K
FPS
131
Fieldpoint Private Securities
Connecticut
$63K
FGAM
132
Financial Gravity Asset Management
Texas
$63K
LWM
133
Liberty Wealth Management
California
$59K +$12.9K +210 +29%
CFN
134
Cordasco Financial Network
Florida
$56K
TFGT
135
TS Financial Group (TSFG)
Illinois
$56K
HCP
136
Hexagon Capital Partners
Arkansas
$52K
FA
137
Financial Advantage
Maryland
$49K +$7.52K +122 +18%
PWMG
138
Prestige Wealth Management Group
New Jersey
$32K
NSIM
139
North Star Investment Management
Illinois
$29K
GI
140
Gradient Investments
Minnesota
$29K +$27.9K +453 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$27K -$8.5K -138 -24%
LFASL
142
Lugano Financial Advisors SA (LFA)
Switzerland
$27K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$26K
BDWM
144
Brewin Dolphin Wealth Management
Ireland
$23.4K
ACA
145
Atlas Capital Advisors
Wyoming
$22.7K +$22.2K +360 New
BWM
146
BerganKDV Wealth Management
Minnesota
$22K
LWA
147
Lenox Wealth Advisors
New York
$21K
Bessemer Group
148
Bessemer Group
New Jersey
$20K +$19.1K +310 New
AFS
149
Annapolis Financial Services
Maryland
$19K
PA
150
Parallel Advisors
California
$19K +$62 +1 +0.3%

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.