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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
SL
201
Stevard LLC
Illinois
$350K +$321K +3,224 New
LK
202
Lumbard & Kellner
New Hampshire
$348K
SWM
203
Spire Wealth Management
Virginia
$340K -$798 -8 -0.3%
CHAM
204
Clear Harbor Asset Management
Connecticut
$331K -$2.99K -30 -1%
AAG
205
Accordant Advisory Group
Maryland
$325K +$298K +2,991 New
FNT
206
First National Trust
Pennsylvania
$318K
CCA
207
Checchi Capital Advisers
California
$317K +$798 +8 +0.3%
SPWM
208
Schrum Private Wealth Management
Florida
$315K
FFWA
209
FRG Family Wealth Advisors
Washington
$302K
EFG
210
Ethos Financial Group
Pennsylvania
$301K -$423K -4,245 -60%
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$297K -$9.82M -98,540 -97%
GAM
212
Gotham Asset Management
New York
$285K +$262K +2,631 New
MWM
213
Modera Wealth Management
New Jersey
$285K +$262K +2,628 New
WWM
214
Western Wealth Management
Colorado
$272K +$250K +2,504 New
PIM
215
Penobscot Investment Management
Massachusetts
$271K
EP
216
Edgestream Partners
New Jersey
$261K +$240K +2,406 New
IWM
217
IHT Wealth Management
Illinois
$261K +$240K +2,403 New
CM
218
Capital Management
Virginia
$244K +$224K +2,250 New
EFS
219
Essex Financial Services
Connecticut
$244K +$224K +2,245 New
IW
220
Imprint Wealth
South Carolina
$242K +$225K +2,259 New
CG
221
Cutler Group
California
$227K -$360K -3,608 -63%
BRWA
222
B. Riley Wealth Advisors
Florida
$223K +$18.2K +183 +8%
APA
223
Astoria Portfolio Advisors
New York
$217K +$200K +2,005 New
MG
224
Marex Group
$217K +$199K +2,000 New
JEST
225
JTC Employer Solutions Trustee
Jersey
$215K

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.