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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
EVM
151
Eaton Vance Management
Massachusetts
$17K +$16K +275 New
APA
152
American Portfolios Advisors
New York
$16.2K
AF
153
Advisornet Financial
Minnesota
$15K
MHR
154
Matthew Hamilton Rosenberg
$13K
TRCT
155
Tower Research Capital (TRC)
New York
$13K +$12.3K +211 New
TC
156
Truvestments Capital
Florida
$12K
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$11K -$86.4K -1,481 -90%
COCM
158
Charter Oak Capital Management
New Hampshire
$10K
KFI
159
Key Financial Inc
Pennsylvania
$8K
RBC
160
Roble Belko & Company
Pennsylvania
$8K
RCA
161
Ranch Capital Advisors
Florida
$7K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$7K +$6.71K +115 New
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.94K +119 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$6K
JWBC
165
John W. Brooker & Co
California
$6K
NFG
166
Next Financial Group
Texas
$6K
CCA
167
Column Capital Advisors
Indiana
$5K
4FG
168
4Thought Financial Group
New York
$5K +$4.61K +79 New
CHA
169
Carmichael Hill & Associates
Maryland
$4K
MM
170
Main Management
California
$4K
TCWM
171
Total Clarity Wealth Management
Illinois
$4K +$4.08K +70 New
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$3K
GWM
173
Geneos Wealth Management
Colorado
$3K +$3.32K +57 New
CFD
174
Creative Financial Designs
Indiana
$2K
SFS
175
Sowell Financial Services
Arkansas
$2K

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.