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WisdomTree Japan Hedged Equity Fund

304 hedge funds and large institutions have $2.36B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 54

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.4M

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$513M)

20% more funds holding

Funds holding: 253304 (+51)

13.5% less ownership

Funds ownership: 63.99%50.49% (-14%)

Holders
304
Holders Change
+51
Holders Change %
+20.16%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
80
Increased
110
Reduced
54
Closed
24
Calls
$125M
Puts
$81.4M
Net Calls
+$43.3M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
151
Harbour Capital Advisors
Virginia
$854K -$15K -150 -2%
IAN
152
Integrated Advisors Network
Texas
$852K +$125K +1,250 +19%
AWM
153
Able Wealth Management
New Jersey
$844K +$245K +2,460 +46%
MOS
154
MGO One Seven
Ohio
$789K -$92.2K -925 -11%
NRC
155
New Republic Capital
North Carolina
$775K +$260K +2,608 +58%
MIFH
156
Migdal Insurance & Financial Holdings
Israel
$749K
FCP
157
Fidelis Capital Partners
Florida
$733K
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$705K +$156K +1,560 +32%
P
159
&Partners
Tennessee
$700K +$644K +6,455 New
PAA
160
Peregrine Asset Advisers
Oregon
$690K +$79.8K +800 +14%
HWM
161
HB Wealth Management
Georgia
$665K +$1.7K +17 +0.3%
TWC
162
TD Waterhouse Canada
Ontario, Canada
$634K +$111K +1,111 +27%
Wolverine Trading
163
Wolverine Trading
Illinois
$629K -$864K -8,662 -60%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$628K +$211K +2,119 +58%
WIM
165
Waverton Investment Management
United Kingdom
$624K
LA
166
LM Advisors
California
$613K
RSWM
167
Robertson Stephens Wealth Management
California
$611K
HFS
168
Heritage Financial Services
Massachusetts
$601K -$52.6K -528 -9%
Truist Financial
169
Truist Financial
North Carolina
$599K +$9.37K +94 +2%
KCM
170
Kanawha Capital Management
Virginia
$597K -$7.48K -75 -1%
BLC
171
Brown, Lisle/Cummings
Rhode Island
$581K
QCM
172
Quantinno Capital Management
New York
$576K +$529K +5,305 New
MCM
173
Mengis Capital Management
Oregon
$574K +$1.5K +15 +0.3%
MIH
174
Meitav Investment House
Israel
$553K
GIA
175
Gladstone Institutional Advisory
Florida
$551K +$263K +2,637 +108%

DXJ Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2024, worth a combined $2.36B — up 28% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DXJ positions and 24 closed out — a net gain of 56 holders — while 110 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $260M.

  • 304 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.36B of WisdomTree Japan Hedged Equity Fund stock for Q1 2024, up 28% quarter-over-quarter.
  • 80 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2024 and 24 closed out, a net change of +56 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2024 was Bank of Montreal, an estimated $167M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2024.