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WisdomTree Japan Hedged Equity Fund

193 hedge funds and large institutions have $748M invested in WisdomTree Japan Hedged Equity Fund in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $676M → $748M (+$72.1M)

5% more funds holding

Funds holding: 184193 (+9)

0.49% more ownership

Funds ownership: 36.64%37.14% (+0.49%)

97% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $94.3M

Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
48
Reduced
43
Closed
27
Calls
$3.15M
Puts
$94.3M
Net Calls
-$91.1M
Net Calls Change
-$94.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$151M +$125M +1,995,520 +468%
Morgan Stanley
2
Morgan Stanley
New York
$141M +$19.8M +314,426 +16%
Bank of America
3
Bank of America
North Carolina
$59.2M +$1.12M +17,751 +2%
UBS Group
4
UBS Group
Switzerland
$28.9M +$1.35M +21,455 +5%
PC
5
Permanens Capital
New York
$28.8M +$2.78M +44,290 +11%
Goldman Sachs
6
Goldman Sachs
New York
$27.2M +$1.26M +20,013 +5%
KAS
7
Kemnay Advisory Services
New York
$22.5M -$581K -9,250 -3%
BlackRock
8
BlackRock
New York
$19.4M +$19.5M +309,618 New
Allianz Asset Management
9
Allianz Asset Management
Germany
$19.3M +$4.81M +76,580 +33%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.52M +24,151 +13%
LPL Financial
11
LPL Financial
California
$10.2M +$2.99M +47,600 +41%
AWE
12
Avidian Wealth Enterprises
Texas
$9.7M +$5.78M +91,932 +145%
EPA
13
Element Pointe Advisors
Florida
$9.14M +$3.25M +51,753 +55%
EFA
14
Evernest Financial Advisors
Indiana
$8.57M +$5.48M +87,208 New
WCA
15
Windsor Creek Advisors
Vermont
$8M -$440K -7,000 -5%
MPM
16
MBB Public Markets
Illinois
$7.99M +$8.03M +127,781 New
Wells Fargo
17
Wells Fargo
California
$7.9M -$233K -3,702 -3%
Jane Street
18
Jane Street
New York
$7.24M -$2.35M -37,362 -24%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$6.93M -$60.9M -969,607 -90%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.85M +$2.44M +38,897 +55%
Citadel Advisors
21
Citadel Advisors
Florida
$6.21M +$6.23M +99,229 New
MAM
22
Marketfield Asset Management
New York
$6.11M -$116K -1,850 -2%
RJT
23
Raymond James Trust
Florida
$5.95M
WF
24
Welch & Forbes
Massachusetts
$5.54M +$357K +5,687 +7%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$5.43M +$469K +7,471 +9%

DXJ Hedge Fund Activity: Q4 2021 in Review

193 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2021, worth a combined $748M — up 11% from $676M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DXJ positions and 27 closed out — a net gain of 11 holders — while 48 added to existing stakes and 43 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of Nova Scotia, cutting an estimated $66.7M.

  • 193 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2021, up from 184 in Q3 2021.
  • Funds reported $748M of WisdomTree Japan Hedged Equity Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 38 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2021 and 27 closed out, a net change of +11 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2021 was JP Morgan Chase, an estimated $125M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2021 was Bank of Nova Scotia, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2021.