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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
FCA
151
FLC Capital Advisors
California
$429K
AA
152
Addison Advisors
Vermont
$413K
TWC
153
TD Waterhouse Canada
Ontario, Canada
$408K -$609K -6,891 -63%
CA
154
Calton & Associates
Florida
$401K +$403K +4,563 New
NRC
155
New Republic Capital
North Carolina
$399K +$401K +4,531 New
EH
156
Equitable Holdings
New York
$374K -$116K -1,314 -24%
UAM
157
Unison Asset Management
Florida
$370K
EGA
158
E&G Advisors
Texas
$363K -$48.6K -550 -12%
NCM
159
NCM Capital Management
New Jersey
$349K +$442 +5 +0.1%
CSPIA
160
Cary Street Partners Investment Advisory
Virginia
$333K +$92.8K +1,050 +38%
JCM
161
Janney Capital Management
Pennsylvania
$330K -$10.3K -116 -3%
KW
162
KWB Wealth
California
$329K +$330K +3,738 New
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$323K
PSCM
164
Per Stirling Capital Management
Texas
$317K -$608K -6,881 -66%
OC
165
Oppenheimer & Co
New York
$315K -$3.36K -38 -1%
Franklin Resources
166
Franklin Resources
California
$312K
William Blair & Company
167
William Blair & Company
Illinois
$301K -$1.91M -21,591 -86%
SWM
168
Spire Wealth Management
Virginia
$298K -$6.89K -78 -2%
FIM
169
Freedom Investment Management
Connecticut
$296K -$4.51K -51 -1%
US Bancorp
170
US Bancorp
Minnesota
$290K +$3.98K +45 +1%
LK
171
Lumbard & Kellner
New Hampshire
$282K
WS
172
Wedbush Securities
California
$282K -$77.3K -875 -21%
Marshall Wace
173
Marshall Wace
United Kingdom
$274K -$1.12M -12,726 -80%
SWM
174
SeaCrest Wealth Management
New York
$272K +$267K +3,016 New
CHAM
175
Clear Harbor Asset Management
Connecticut
$271K -$63.6K -720 -19%

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.