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WisdomTree Japan Hedged Equity Fund

327 hedge funds and large institutions have $2.51B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 32

87% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.14M

54% more capital invested

Capital invested by funds: $1.63B → $2.51B (+$883M)

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

13% more funds holding

Funds holding: 289327 (+38)

7.6% more ownership

Funds ownership: 45.4%53% (+7.6%)

Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
77
Increased
106
Reduced
88
Closed
32
Calls
$11.5M
Puts
$6.14M
Net Calls
+$5.37M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
201
Clear Harbor Asset Management
Connecticut
$350K +$13.5K +123 +4%
WPC
202
Wedmont Private Capital
Pennsylvania
$345K -$21.2K -194 -6%
SWM
203
Spire Wealth Management
Virginia
$343K
OFS
204
OneAscent Financial Services
Alabama
$342K +$339K +3,097 New
CCA
205
Checchi Capital Advisers
California
$332K +$8.43K +77 +3%
FFWA
206
FRG Family Wealth Advisors
Washington
$331K +$24.6K +225 +8%
OC
207
Optima Capital
Oregon
$326K +$323K +2,953 New
FNT
208
First National Trust
Pennsylvania
$323K
SPWM
209
Schrum Private Wealth Management
Florida
$320K -$318K -2,900 -50%
GAM
210
Gotham Asset Management
New York
$308K
KF
211
K2 Financial
California
$304K +$309K +2,823 New
KIM
212
Kane Investment Management
California
$295K +$293K +2,673 New
Franklin Resources
213
Franklin Resources
California
$278K
MWM
214
Modera Wealth Management
New Jersey
$276K -$219K -2,000 -44%
PIM
215
Penobscot Investment Management
Massachusetts
$276K
UCFA
216
United Capital Financial Advisors
Texas
$275K -$15.2K -139 -5%
BAM
217
Belpointe Asset Management
Nevada
$273K -$53.9K -492 -16%
ES
218
Eagle Strategies
New York
$268K +$266K +2,429 New
GIA
219
Gladstone Institutional Advisory
Florida
$264K -$4.82K -44 -2%
AFP
220
Ausdal Financial Partners
Iowa
$250K +$18.9K +173 +8%
CM
221
Capital Management
Virginia
$248K
LIM
222
Leavell Investment Management
Alabama
$242K
OPAM
223
Ocean Park Asset Management
California
$237K +$236K +2,153 New
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$233K -$81.1K -741 -26%
FA
225
FSA Advisors
Michigan
$232K +$33.5K +306 +17%

DXJ Hedge Fund Activity: Q4 2024 in Review

327 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2024, worth a combined $2.51B — up 54% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DXJ positions and 32 closed out — a net gain of 45 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Charles Schwab, cutting an estimated $47.6M.

  • 327 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2024, up from 289 in Q3 2024.
  • Funds reported $2.51B of WisdomTree Japan Hedged Equity Fund stock for Q4 2024, up 54% quarter-over-quarter.
  • 77 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2024 and 32 closed out, a net change of +45 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $328M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2024 was Charles Schwab, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2024.