We are live on ! Find out more
DXJ icon

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
TFGT
201
TS Financial Group (TSFG)
Illinois
$62K
GFL
202
Granite FO LLC
New Hampshire
$61.6K
HCM
203
Hollencrest Capital Management
California
$61.6K
PTC
204
Private Trust Company
Ohio
$56.5K +$5.92K +67 +12%
AC
205
AlphaCore Capital
California
$53.8K
HCP
206
Hexagon Capital Partners
Arkansas
$53.6K
SS
207
Sunbelt Securities
Texas
$46.4K +$796 +9 +2%
PWMG
208
Prestige Wealth Management Group
New Jersey
$44K
VCM
209
Versant Capital Management
Arizona
$42.8K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$38.2K
NS
211
NBC Securities
Alabama
$38K -$5.3K -60 -12%
TCG
212
Transcendent Capital Group
Oklahoma
$35.2K +$35.4K +400 New
AF
213
Allworth Financial
California
$33.4K +$8.84K +100 +36%
LFASL
214
Lugano Financial Advisors SA (LFA)
Switzerland
$33.4K
HI
215
Harbour Investments
Wisconsin
$32.3K -$28.4K -321 -47%
PWMG
216
Provence Wealth Management Group
California
$26.5K -$10.5K -119 -28%
GTAM
217
Global Trust Asset Management
Florida
$26.4K -$26.5K -300 -50%
WIA
218
Wetzel Investment Advisors
Indiana
$26K +$26.5K +300 New
N
219
Natixis
France
$22.4K -$85.4K -966 -79%
AF
220
Advisornet Financial
Minnesota
$21.9K
CAS
221
Coppell Advisory Solutions
Texas
$20.2K +$20.3K +230 New
NSIM
222
North Star Investment Management
Illinois
$19.8K
GWM
223
Geneos Wealth Management
Colorado
$19.3K
MHR
224
Matthew Hamilton Rosenberg
$18.7K
TCOV
225
Trust Company of Vermont
Vermont
$18.5K

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.