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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
JCM
151
Janney Capital Management
Pennsylvania
$306K +$1.52K +20 +0.5%
Franklin Resources
152
Franklin Resources
California
$299K +$76K +1,000 +39%
OC
153
Oppenheimer & Co
New York
$299K -$405K -5,330 -60%
EGA
154
E&G Advisors
Texas
$292K +$267K +3,510 New
FIM
155
Freedom Investment Management
Connecticut
$286K -$8.29K -109 -3%
US Bancorp
156
US Bancorp
Minnesota
$271K – – –
CA
157
Cetera Advisors
Colorado
$268K +$245K +3,218 New
SWM
158
Spire Wealth Management
Virginia
$268K – – –
LK
159
Lumbard & Kellner
New Hampshire
$267K – – –
PAG
160
Private Advisor Group
New Jersey
$246K +$224K +2,951 New
FNT
161
First National Trust
Pennsylvania
$244K – – –
SPWM
162
Schrum Private Wealth Management
Florida
$241K – – –
CCA
163
Checchi Capital Advisers
California
$238K +$2.05K +27 +1%
IAN
164
Integrated Advisors Network
Texas
$236K -$1.9K -25 -0.9%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$228K – – –
William Blair & Company
166
William Blair & Company
Illinois
$215K – – –
Mariner
167
Mariner
Kansas
$214K -$48K -631 -20%
FIA
168
Foundations Investment Advisors
Arizona
$209K +$190K +2,505 New
M&T Bank
169
M&T Bank
New York
$208K +$190K +2,500 New
PMG
170
ProVise Management Group
Florida
$202K +$184K +2,421 New
JEST
171
JTC Employer Solutions Trustee
Jersey
$164K – – –
DWMG
172
DB Wealth Management Group
California
$150K – – –
VCM
173
Versant Capital Management
Arizona
$143K – – –
BWP
174
Baldwin Wealth Partners
Massachusetts
$142K – – –
WAM
175
Worth Asset Management
Texas
$130K +$119K +1,559 New
5 6
7
8 9

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.