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WisdomTree Japan Hedged Equity Fund

253 hedge funds and large institutions have $1.85B invested in WisdomTree Japan Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $94.2M | Put options by funds: $16.1M

19% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$299M)

14.4% more ownership

Funds ownership: 49.59%63.99% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

1% less funds holding

Funds holding: 255253 (-2)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
44
Increased
73
Reduced
79
Closed
40
Calls
$94.2M
Puts
$16.1M
Net Calls
+$78.1M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$536M +$246M +2,783,256 +84%
Jane Street
2
Jane Street
New York
$225M +$219M +2,479,246 +3,001%
JP Morgan Chase
3
JP Morgan Chase
New York
$148M +$130M +1,476,187 +732%
Bank of America
4
Bank of America
North Carolina
$102M +$12.9M +145,741 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$84.4M +$6.25M +70,721 +8%
LPL Financial
6
LPL Financial
California
$57.3M +$16.2M +183,585 +39%
UBS Group
7
UBS Group
Switzerland
$42.8M +$939K +10,617 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$41.2M -$8.31K -94 -0%
Goldman Sachs
9
Goldman Sachs
New York
$34.5M -$14.8M -167,724 -30%
PC
10
Permanens Capital
New York
$33.7M -$18.9M -213,371 -36%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$30.4M +$8.23M +93,079 +37%
PCIG
12
Partners Capital Investment Group
Massachusetts
$28.2M +$215K +2,431 +0.8%
OMC
13
Old Mission Capital
Illinois
$27.9M +$28.1M +317,664 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22.6M +$3.47M +39,292 +18%
Wells Fargo
15
Wells Fargo
California
$20.8M -$1.18M -13,295 -5%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$19.9M -$137M -1,555,077 -87%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$16M +$6.61M +74,789 +70%
FTUS
18
Flow Traders U.S.
New York
$12.7M +$12.8M +144,640 New
SPIS
19
Steward Partners Investment Solutions
Oregon
$10.1M +$10.1M +114,553 New
Ameriprise
20
Ameriprise
Minnesota
$9.81M -$4.28M -48,437 -30%
AG
21
AlTi Global
New York
$9.35M +$9.39M +106,250 New
AIC
22
Ayalon Insurance Company
Israel
$9.29M +$2.46M +27,826 +36%
GCAC
23
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.24M +$1.33M +15,090 +17%
FIA
24
Foundations Investment Advisors
Arizona
$8.99M +$4.46M +50,417 +117%
AIP
25
Almanack Investment Partners
Pennsylvania
$8.1M -$742K -8,396 -8%

DXJ Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2023, worth a combined $1.85B — up 19% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DXJ positions and 40 closed out — a net gain of 4 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $246M. The largest seller was Bank of Montreal, cutting an estimated $137M.

  • 253 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2023, down from 255 in Q3 2023.
  • Funds reported $1.85B of WisdomTree Japan Hedged Equity Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 44 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2023 and 40 closed out, a net change of +4 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $246M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2023 was Bank of Montreal, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2023.