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WisdomTree Japan Hedged Equity Fund

184 hedge funds and large institutions have $676M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 175184 (+9)

7% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $45.6M

1% more capital invested

Capital invested by funds: $670M → $676M (+$5.85M)

0.82% more ownership

Funds ownership: 35.82%36.64% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 47

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
26
Increased
43
Reduced
47
Closed
13
Calls
$48.8M
Puts
$45.6M
Net Calls
+$3.17M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$123M +$10.9M +176,109 +10%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$69.7M +$572K +9,284 +0.9%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$68M +$65.6M +1,064,000 +8,957%
Bank of America
4
Bank of America
North Carolina
$58.7M +$709K +11,501 +1%
UBS Group
5
UBS Group
Switzerland
$27.8M +$629K +10,202 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$27M -$97.5M -1,582,244 -79%
PC
7
Permanens Capital
New York
$26.3M +$3.54M +57,413 +16%
Goldman Sachs
8
Goldman Sachs
New York
$26.2M +$38.5K +625 +0.2%
KAS
9
Kemnay Advisory Services
New York
$23.3M -$17.8M -289,270 -44%
Allianz Asset Management
10
Allianz Asset Management
Germany
$14.7M +$7.99M +129,681 +125%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.9M -$3.73M -60,549 -24%
Jane Street
12
Jane Street
New York
$9.67M -$12M -194,446 -56%
ACM
13
Avalon Capital Management
California
$8.84M +$8.62M +139,949 New
WCA
14
Windsor Creek Advisors
Vermont
$8.51M
PAG
15
Private Advisor Group
New Jersey
$8.23M +$3.34M +54,258 +71%
Wells Fargo
16
Wells Fargo
California
$8.21M -$190K -3,078 -2%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$8.06M +$380K +6,165 +5%
LPL Financial
18
LPL Financial
California
$7.3M +$1.51M +24,465 +27%
MAM
19
Marketfield Asset Management
New York
$6.29M -$202K -3,274 -3%
RJT
20
Raymond James Trust
Florida
$6M
EPA
21
Element Pointe Advisors
Florida
$5.97M +$5.82M +94,451 New
WF
22
Welch & Forbes
Massachusetts
$5.24M +$256K +4,152 +5%
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$5.01M +$250K +4,054 +5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.46M -$3.19M -51,706 -42%
CCM
25
Condor Capital Management
New Jersey
$4.04M +$96.1K +1,560 +2%

DXJ Hedge Fund Activity: Q3 2021 in Review

184 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2021, worth a combined $676M — up 0.87% from $670M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DXJ positions and 13 closed out — a net gain of 13 holders — while 43 added to existing stakes and 47 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $65.6M. The largest seller was JP Morgan Chase, cutting an estimated $97.5M.

  • 184 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2021, up from 175 in Q2 2021.
  • Funds reported $676M of WisdomTree Japan Hedged Equity Fund stock for Q3 2021, up 0.87% quarter-over-quarter.
  • 26 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2021 and 13 closed out, a net change of +13 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2021 was Bank of Nova Scotia, an estimated $65.6M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2021 was JP Morgan Chase, an estimated $97.5M sold.

Based on aggregated 13F filings for Q3 2021.