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WisdomTree Japan Hedged Equity Fund

229 hedge funds and large institutions have $1.17B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 72 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

100% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 36

75% more capital invested

Capital invested by funds: $664M → $1.17B (+$501M)

20% more funds holding

Funds holding: 191229 (+38)

3.05% more ownership

Funds ownership: 42.93%45.97% (+3%)

46% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $59.1M

Holders
229
Holders Change
+38
Holders Change %
+19.9%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
61
Increased
72
Reduced
36
Closed
22
Calls
$32.1M
Puts
$59.1M
Net Calls
-$27.1M
Net Calls Change
-$6.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$235M +$57.3M +753,204 +36%
Bank of America
2
Bank of America
North Carolina
$77.3M +$6.49M +85,345 +10%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$73.8M +$67M +880,820 +214,834%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$63.2M +$19.4M +255,037 +51%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$41.3M +$37.8M +496,600 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$39M +$76K +1,000 +0.2%
Allianz Asset Management
7
Allianz Asset Management
Germany
$36.9M +$12.6M +165,110 +59%
PC
8
Permanens Capital
New York
$35.4M +$11.8M +155,163 +57%
UBS Group
9
UBS Group
Switzerland
$32.9M +$4.54M +59,680 +18%
PCIG
10
Partners Capital Investment Group
Massachusetts
$27.6M +$14M +183,935 +124%
Goldman Sachs
11
Goldman Sachs
New York
$26.2M -$335K -4,411 -1%
LPL Financial
12
LPL Financial
California
$25.8M +$14.4M +189,290 +157%
RIG
13
RiverFront Investment Group
Virginia
$25.6M +$23.4M +308,018 New
Jane Street
14
Jane Street
New York
$24.2M -$29.3M -385,032 -57%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20.6M +$2.94M +38,726 +19%
JP Morgan Chase
16
JP Morgan Chase
New York
$15.9M -$5.86M -77,016 -29%
Wells Fargo
17
Wells Fargo
California
$13.7M +$1.79M +23,508 +17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$13.4M +$11.5M +150,900 +1,424%
AIP
19
Almanack Investment Partners
Pennsylvania
$13M -$874K -11,489 -7%
Ameriprise
20
Ameriprise
Minnesota
$12.2M +$8.5M +111,769 +319%
BSG
21
Black Swift Group
Colorado
$11.3M +$10.3M +135,737 New
GEM
22
Global Endowment Management
North Carolina
$10.8M +$2.29M +30,140 +30%
RJA
23
Raymond James & Associates
Florida
$9.08M +$4.18M +54,949 +102%
HighTower Advisors
24
HighTower Advisors
Illinois
$8.27M +$7.28M +95,676 +2,463%
RJT
25
Raymond James Trust
Florida
$7.98M +$20.5K +270 +0.3%

DXJ Hedge Fund Activity: Q2 2023 in Review

229 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2023, worth a combined $1.17B — up 75% from $664M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new DXJ positions and 22 closed out — a net gain of 39 holders — while 72 added to existing stakes and 36 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $67M. The largest seller was Jane Street, cutting an estimated $29.3M.

  • 229 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2023, up from 191 in Q1 2023.
  • Funds reported $1.17B of WisdomTree Japan Hedged Equity Fund stock for Q2 2023, up 75% quarter-over-quarter.
  • 61 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2023 and 22 closed out, a net change of +39 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2023 was Bank of Montreal, an estimated $67M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2023 was Jane Street, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2023.