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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
EWM
176
Elmwood Wealth Management
California
$2K +$1.98K +34 New
EP
177
Eudaimonia Partners
Tennessee
$2K +$2.33K +40 New
MIH
178
Meitav Investment House
Israel
$1.61K +$1.53M +26,245 New
AWM
179
AllSquare Wealth Management
New York
$1K
LAS
180
Lloyd Advisory Services
Georgia
$1K
PCTC
181
Perkins Coie Trust Company
Washington
$1K
SL
182
Savior LLC
Massachusetts
$1K
ED
183
Exane Derivatives
France
$613
FGAM
184
Financial Gravity Asset Management
Texas
$70
NSLI
185
Nan Shan Life Insurance
Taiwan
-$7.12M -130,850 Closed
Millennium Management
186
Millennium Management
New York
-$2.1M -38,585 Closed
FHA
187
Flagship Harbor Advisors
Massachusetts
-$974K -17,892 Closed
MBT
188
Montecito Bank & Trust
California
-$342K -6,277 Closed
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
-$285K -5,239 Closed
ACM
190
Anfield Capital Management
California
-$240K -4,412 Closed
BBHC
191
Brown Brothers Harriman & Co
New York
-$125K -2,300 Closed
ASN
192
Advisory Services Network
Georgia
-$66K -1,220 Closed
OIM
193
Oder Investment Management
California
-$33K -617 Closed
HPC
194
HM Payson & Co
Maine
-$16K -300 Closed
FCB
195
First Command Bank
Texas
-$15K -267 Closed
FCFS
196
First Command Financial Services
Texas
-$15K -267 Closed
SIAG
197
Safeguard Investment Advisory Group
California
-$5K -95 Closed
CAAS
198
Capital Asset Advisory Services
Michigan
-$4K -75 Closed
FCH
199
Freestone Capital Holdings
Washington
-$3.16K -58 Closed

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.