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WisdomTree Japan Hedged Equity Fund

193 hedge funds and large institutions have $748M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $676M → $748M (+$72.1M)

5% more funds holding

Funds holding: 184193 (+9)

0.49% more ownership

Funds ownership: 36.64%37.14% (+0.49%)

97% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $94.3M

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
48
Reduced
43
Closed
27
Calls
$3.15M
Puts
$94.3M
Net Calls
-$91.1M
Net Calls Change
-$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$26K +$9.11K +145 +51%
UCB
152
United Community Bank
South Carolina
$23.9K +$24K +382 New
BDWM
153
Brewin Dolphin Wealth Management
Ireland
$23K
BWM
154
BerganKDV Wealth Management
Minnesota
$22K
LWA
155
Lenox Wealth Advisors
New York
$21K +$377 +6 +2%
AFS
156
Annapolis Financial Services
Maryland
$19K
Bessemer Group
157
Bessemer Group
New Jersey
$19K
PA
158
Parallel Advisors
California
$19K +$377 +6 +2%
AF
159
Allworth Financial
California
$18K
EVM
160
Eaton Vance Management
Massachusetts
$17K
APA
161
American Portfolios Advisors
New York
$16.5K
AF
162
Advisornet Financial
Minnesota
$16K
HI
163
Harbour Investments
Wisconsin
$14K -$3.27K -52 -19%
Barclays
164
Barclays
United Kingdom
$13K -$1.32M -21,001 -99%
MHR
165
Matthew Hamilton Rosenberg
$13K
PSB
166
Piscataqua Savings Bank
New Hampshire
$13K +$12.6K +200 New
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$11K
COCM
168
Charter Oak Capital Management
New Hampshire
$10K
KFI
169
Key Financial Inc
Pennsylvania
$8K
PCG
170
Private Capital Group
Connecticut
$8K
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$8K +$8.29K +132 New
NFG
172
Next Financial Group
Texas
$7K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$7K
WT
174
Whittier Trust
California
$7K
JWBC
175
John W. Brooker & Co
California
$7K +$63 +1 +1%

DXJ Hedge Fund Activity: Q4 2021 in Review

193 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2021, worth a combined $748M — up 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DXJ positions and 27 closed out — a net gain of 11 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of Nova Scotia, cutting an estimated $66.7M.

  • 193 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $748M of WisdomTree Japan Hedged Equity Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 38 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2021 and 27 closed out, a net change of +11 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2021 was JP Morgan Chase, an estimated $125M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2021 was Bank of Nova Scotia, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2021.