We are live on ! Find out more
DXJ icon

WisdomTree Japan Hedged Equity Fund

255 hedge funds and large institutions have $1.55B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more capital invested

Capital invested by funds: $1.17B → $1.55B (+$387M)

11% more funds holding

Funds holding: 229255 (+26)

3.62% more ownership

Funds ownership: 45.97%49.59% (+3.6%)

25% less call options, than puts

Call options by funds: $115M | Put options by funds: $155M

Holders
255
Holders Change
+26
Holders Change %
+11.35%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
54
Increased
80
Reduced
58
Closed
24
Calls
$115M
Puts
$155M
Net Calls
-$39.1M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$292M +$41.8M +489,868 +17%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$162M +$76.7M +899,442 +102%
Bank of America
3
Bank of America
North Carolina
$89.6M +$7.38M +86,523 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$78.4M +$11M +129,041 +17%
PC
5
Permanens Capital
New York
$52.7M +$14.6M +170,927 +40%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$50.8M +$6.74M +79,000 +16%
Goldman Sachs
7
Goldman Sachs
New York
$49.4M +$20.9M +245,213 +78%
Allianz Asset Management
8
Allianz Asset Management
Germany
$46.3M +$6.91M +81,000 +18%
UBS Group
9
UBS Group
Switzerland
$42M +$6.94M +81,352 +21%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$41.3M +$29.8K +349 +0.1%
LPL Financial
11
LPL Financial
California
$41.2M +$13.4M +157,532 +51%
HI
12
Horizon Investments
North Carolina
$30.9M +$29.9M +350,281 New
MCM
13
Mainstay Capital Management
Michigan
$28.2M +$27.2M +319,288 New
PCIG
14
Partners Capital Investment Group
Massachusetts
$28M -$1.2M -14,056 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$22.3M +$18.9M +222,172 +721%
Wells Fargo
16
Wells Fargo
California
$22.1M +$7.34M +86,030 +52%
Capstone Investment Advisors
17
Capstone Investment Advisors
New York
$19.9M +$19.2M +225,027 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19.2M -$2.55M -29,952 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$17.8M +$903K +10,586 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$15.4M +$8.9M +104,422 +150%
Ameriprise
21
Ameriprise
Minnesota
$14.1M +$1.09M +12,745 +9%
GEM
22
Global Endowment Management
North Carolina
$11.5M
HighTower Advisors
23
HighTower Advisors
Illinois
$10.9M +$2.05M +24,013 +24%
BSG
24
Black Swift Group
Colorado
$10.5M -$1.43M -16,772 -12%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$9.49M +$6.38M +74,819 +229%