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WisdomTree Japan Hedged Equity Fund

202 hedge funds and large institutions have $968M invested in WisdomTree Japan Hedged Equity Fund in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $817M → $968M (+$152M)

10% more funds holding

Funds holding: 184202 (+18)

6.88% more ownership

Funds ownership: 42.16%49.05% (+6.9%)

20% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 59

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

42% less call options, than puts

Call options by funds: $3.62M | Put options by funds: $6.22M

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
41
Increased
47
Reduced
59
Closed
21
Calls
$3.62M
Puts
$6.22M
Net Calls
-$2.6M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$222M +$16.5M +259,153 +8%
Morgan Stanley
2
Morgan Stanley
New York
$124M -$25.9M -406,749 -17%
Bank of America
3
Bank of America
North Carolina
$70.3M +$9.14M +143,584 +15%
Stifel Financial
4
Stifel Financial
Missouri
$49.1M +$50.1M +786,441 New
Goldman Sachs
5
Goldman Sachs
New York
$48.3M +$20.1M +316,382 +69%
MIH
6
Meitav Investment House
Israel
$44.9M +$44.5M +698,550 +2,589%
Allianz Asset Management
7
Allianz Asset Management
Germany
$43.5M +$27.9M +437,810 +169%
PC
8
Permanens Capital
New York
$27.9M +$1.99M +31,270 +8%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$26.6M +$27.1M +425,602 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.4M +$6.77M +106,420 +40%
UBS Group
11
UBS Group
Switzerland
$22.4M -$35.2K -553 -0.2%
LPL Financial
12
LPL Financial
California
$18.7M +$8.94M +140,466 +89%
CIM
13
Confluence Investment Management
Missouri
$16M +$16.3M +255,685 New
SPF
14
Steven Patrick Farmer
$16M +$16.3M +255,685 New
BlackRock
15
BlackRock
New York
$14.8M -$2.67M -41,944 -15%
AIC
16
Ayalon Insurance Company
Israel
$6.95M +$14.6K +230 +0.2%
PCIG
17
Partners Capital Investment Group
Massachusetts
$6.93M +$5.97M +93,821 +544%
SWP
18
Stratos Wealth Partners
Ohio
$6.66M +$6.78M +106,595 New
EF
19
Empowered Funds
Pennsylvania
$6.63M +$6.76M +106,213 New
WF
20
Welch & Forbes
Massachusetts
$6.53M +$434K +6,820 +7%
Wells Fargo
21
Wells Fargo
California
$6.42M -$321K -5,040 -5%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$6.34M +$444K +6,983 +7%
RJT
23
Raymond James Trust
Florida
$5.93M
AWE
24
Avidian Wealth Enterprises
Texas
$5.42M -$746K -11,722 -12%
FF
25
Friedenthal Financial
New Jersey
$5.41M +$5.51M +86,602 New

DXJ Hedge Fund Activity: Q2 2022 in Review

202 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2022, worth a combined $968M — up 19% from $817M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DXJ positions and 21 closed out — a net gain of 20 holders — while 47 added to existing stakes and 59 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $50.1M. The largest seller was Jane Street, cutting an estimated $41.6M.

  • 202 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2022, up from 184 in Q1 2022.
  • Funds reported $968M of WisdomTree Japan Hedged Equity Fund stock for Q2 2022, up 19% quarter-over-quarter.
  • 41 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2022 and 21 closed out, a net change of +20 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2022 was Stifel Financial, an estimated $50.1M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2022 was Jane Street, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.