We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund
DXJ

229 hedge funds and large institutions have $1.17B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

100% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 36

75% more capital invested

Capital invested by funds: $664M → $1.17B (+$501M)

20% more funds holding

Funds holding: 191 → 229 (+38)

3.05% more ownership

Funds ownership: 42.93% → 45.97% (+3%)

46% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $59.1M

Holders
229
Holders Change
+38
Holders Change %
+19.9%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
61
Increased
72
Reduced
36
Closed
22
Calls
$32.1M
Puts
$59.1M
Net Calls
-$27.1M
Net Calls Change
-$6.28M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$67M
2
Morgan Stanley
Morgan Stanley
New York
+$57.3M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$37.8M
4
RIG
RiverFront Investment Group
Virginia
+$23.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$29.3M
2
OMC
Old Mission Capital
Illinois
-$7.64M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.86M
4
BlackRock
BlackRock
New York
-$4.74M
5
SIA
SkyView Investment Advisors
New Jersey
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$481K +$75.5K +993 +21%
KCM
127
Kanawha Capital Management
Virginia
$475K – – –
GWM
128
Greenwich Wealth Management
Connecticut
$474K +$433K +5,694 New
RSWM
129
Robertson Stephens Wealth Management
California
$469K – – –
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$465K +$426K +5,600 New
TA
131
Tiedemann Advisors
New York
$458K – – –
CAN
132
Cetera Advisor Networks
California
$445K +$175K +2,304 +76%
EIA
133
Eldridge Investment Advisors
New Hampshire
$441K +$403K +5,300 New
CA
134
Calton & Associates
Florida
$435K -$5.86K -77 -1%
MCM
135
Mengis Capital Management
Oregon
$431K +$3.65K +48 +0.9%
AA
136
Addison Advisors
Vermont
$424K – – –
FCA
137
FLC Capital Advisors
California
$406K – – –
SCA
138
Snowden Capital Advisors
New York
$393K -$152 -2 -0%
Simplex Trading
139
Simplex Trading
Illinois
$386K +$353K +4,643 New
VAS
140
Vestmark Advisory Solutions
Massachusetts
$360K +$329K +4,326 New
Creative Planning
141
Creative Planning
Kansas
$356K -$298K -3,914 -48%
UAM
142
Unison Asset Management
Florida
$350K – – –
CHAM
143
Clear Harbor Asset Management
Connecticut
$341K – – –
NCM
144
NCM Capital Management
New Jersey
$330K -$11.2K -147 -4%
GM
145
GeoWealth Management
Illinois
$323K +$295K +3,877 New
SFA
146
Source Financial Advisors
New York
$323K +$295K +3,877 New
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$322K +$43.3K +569 +17%
WS
148
Wedbush Securities
California
$321K +$50.7K +667 +21%
BCM
149
Basso Capital Management
Connecticut
$313K +$286K +3,765 New
WC
150
Waterloo Capital
Texas
$308K +$282K +3,702 New
4 5
6
7 8

DXJ Hedge Fund Activity: Q2 2023 in Review

229 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2023, worth a combined $1.17B — up 75% from $664M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DXJ positions and 22 closed out — a net gain of 39 holders — while 72 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $67M. The largest seller was Jane Street, cutting an estimated $29.3M.

  • 229 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.17B of WisdomTree Japan Hedged Equity Fund stock for Q2 2023, up 75% quarter-over-quarter.
  • 61 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2023 and 22 closed out, a net change of +39 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2023 was Bank of Montreal, an estimated $67M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2023 was Jane Street, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2023.