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WisdomTree Japan Hedged Equity Fund

318 hedge funds and large institutions have $2.49B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 125 increasing their positions, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $142M | Put options by funds: $59.2M

74% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 72

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

5% more capital invested

Capital invested by funds: $2.36B → $2.49B (+$128M)

5% more funds holding

Funds holding: 304318 (+14)

1.93% less ownership

Funds ownership: 50.49%48.56% (-1.9%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
318
Holders Change
+14
Holders Change %
+4.61%
% of All Funds
4.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
54
Increased
125
Reduced
72
Closed
35
Calls
$142M
Puts
$59.2M
Net Calls
+$83M
Net Calls Change
+$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.56M -$69.6K -641 -4%
UCFA
127
United Capital Financial Advisors
Texas
$1.51M +$466K +4,290 +47%
SA
128
Sanctuary Advisors
Indiana
$1.5M +$1.5M +13,853 New
Simplex Trading
129
Simplex Trading
Illinois
$1.44M +$85.6K +788 +7%
CA
130
Cumberland Advisors
Florida
$1.39M -$20.1K -185 -1%
PAG
131
Private Advisor Group
New Jersey
$1.36M +$865K +7,960 +194%
CWP
132
Concord Wealth Partners
Virginia
$1.35M +$20.5K +189 +2%
AFO
133
Allie Family Office
Florida
$1.34M +$65.1K +599 +5%
RH
134
RFG Holdings
Texas
$1.34M +$1.29M +11,881 New
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$1.34M +$5.54K +51 +0.4%
MFG
136
Merit Financial Group
Georgia
$1.34M +$109 +1 +0%
NPT
137
National Philanthropic Trust
Pennsylvania
$1.3M
TCWM
138
Total Clarity Wealth Management
Illinois
$1.28M -$75.7K -697 -6%
PPP
139
Private Portfolio Partners
New Jersey
$1.26M +$2.71K +25 +0.2%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$1.22M +$33.8K +311 +3%
Cerity Partners
141
Cerity Partners
New York
$1.21M +$81.6K +751 +8%
CIA
142
Concurrent Investment Advisors
Florida
$1.21M -$508K -4,676 -30%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$1.17M +$494K +4,544 +78%
AWM
144
Able Wealth Management
New Jersey
$1.14M +$252K +2,320 +30%
CWM
145
Chemistry Wealth Management
New York
$1.1M -$109 -1 -0%
AAS
146
Avantax Advisory Services
Texas
$1.1M -$35.5K -327 -3%
BAM
147
Belpointe Asset Management
Nevada
$1.08M -$188K -1,730 -15%
EGA
148
E&G Advisors
Texas
$1.07M +$74.3K +684 +8%
MOS
149
MGO One Seven
Ohio
$1.06M +$226K +2,077 +29%
YIH
150
Y-Intercept (HK)
Hong Kong
$1.04M +$997K +9,182 New

DXJ Hedge Fund Activity: Q2 2024 in Review

318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2024, worth a combined $2.49B — up 5.4% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DXJ positions and 35 closed out — a net gain of 19 holders — while 125 added to existing stakes and 72 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $89M. The largest seller was Jane Street, cutting an estimated $69.6M.

  • 318 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.49B of WisdomTree Japan Hedged Equity Fund stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 54 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2024 and 35 closed out, a net change of +19 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2024 was Charles Schwab, an estimated $89M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2024 was Jane Street, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2024.