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WisdomTree Japan Hedged Equity Fund

253 hedge funds and large institutions have $1.85B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $94.2M | Put options by funds: $16.1M

19% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$299M)

14.4% more ownership

Funds ownership: 49.59%63.99% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% less funds holding

Funds holding: 255253 (-2)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
44
Increased
73
Reduced
79
Closed
40
Calls
$94.2M
Puts
$16.1M
Net Calls
+$78.1M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$647K +$651K +7,359 New
Creative Planning
127
Creative Planning
Kansas
$641K +$81.5K +922 +14%
PCM
128
Parsons Capital Management
Rhode Island
$626K
EFG
129
Ethos Financial Group
Pennsylvania
$618K -$345K -3,904 -36%
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$607K +$115K +1,300 +23%
FCP
131
Fidelis Capital Partners
Florida
$594K
IAN
132
Integrated Advisors Network
Texas
$581K +$311K +3,520 +114%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$545K -$1.74M -19,711 -76%
HWM
134
HB Wealth Management
Georgia
$538K +$14.7K +166 +3%
HFS
135
Heritage Financial Services
Massachusetts
$534K +$536K +6,064 New
Koshinski Asset Management
136
Koshinski Asset Management
Illinois
$510K -$619 -7 -0.1%
WIM
137
Waverton Investment Management
United Kingdom
$506K +$509K +5,756 New
LWMG
138
Levy Wealth Management Group
Pennsylvania
$506K +$246K +2,784 +94%
CG
139
Cutler Group
California
$502K -$27.7K -313 -5%
LA
140
LM Advisors
California
$497K +$500K +5,651 New
RSWM
141
Robertson Stephens Wealth Management
California
$495K
KCM
142
Kanawha Capital Management
Virginia
$490K -$2.21K -25 -0.4%
PAA
143
Peregrine Asset Advisers
Oregon
$489K +$491K +5,555 New
Truist Financial
144
Truist Financial
North Carolina
$477K +$92.6K +1,048 +24%
BLC
145
Brown, Lisle/Cummings
Rhode Island
$471K -$379K -4,285 -44%
AWM
146
Able Wealth Management
New Jersey
$468K +$470K +5,318 New
MCM
147
Mengis Capital Management
Oregon
$464K +$8.31K +94 +2%
MIH
148
Meitav Investment House
Israel
$448K -$1.42M -16,074 -76%
PPW
149
Pasadena Private Wealth
California
$441K -$4.79M -54,229 -92%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$434K -$79.6K -900 -15%

DXJ Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2023, worth a combined $1.85B — up 19% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DXJ positions and 40 closed out — a net gain of 4 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Bank of Montreal, cutting an estimated $137M.

  • 253 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $1.85B of WisdomTree Japan Hedged Equity Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 44 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2023 and 40 closed out, a net change of +4 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2023 was Bank of Montreal, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2023.