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WisdomTree Japan Hedged Equity Fund
DXJ

304 hedge funds and large institutions have $2.36B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 24

104% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 54

53% more call options, than puts

Call options by funds: $125M | Put options by funds: $81.4M

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

28% more capital invested

Capital invested by funds: $1.85B → $2.36B (+$513M)

20% more funds holding

Funds holding: 253 → 304 (+51)

13.5% less ownership

Funds ownership: 63.99% → 50.49% (-14%)

Holders
304
Holders Change
+51
Holders Change %
+20.16%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
80
Increased
110
Reduced
54
Closed
24
Calls
$125M
Puts
$81.4M
Net Calls
+$43.3M
Net Calls Change
-$34.8M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$167M
2
Bank of America
Bank of America
North Carolina
+$61M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$52.7M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$38.7M
5
Goldman Sachs
Goldman Sachs
New York
+$31.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$260M
2
Jane Street
Jane Street
New York
-$191M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$34.5M
4
OMC
Old Mission Capital
Illinois
-$27.9M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$378M -$260M -2,609,804 -43%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$207M +$167M +1,672,989 +742%
JP Morgan Chase
3
JP Morgan Chase
New York
$198M +$14.9M +149,000 +9%
Bank of America
4
Bank of America
North Carolina
$192M +$61M +611,409 +53%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$97.3M -$6.16M -61,754 -6%
LPL Financial
6
LPL Financial
California
$87.2M +$15.3M +153,060 +24%
Goldman Sachs
7
Goldman Sachs
New York
$76.9M +$31.6M +316,764 +81%
UBS Group
8
UBS Group
Switzerland
$71.1M +$16.8M +168,548 +35%
Jane Street
9
Jane Street
New York
$70M -$191M -1,916,449 -75%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$62.2M +$52.7M +528,885 +1,192%
PC
11
Permanens Capital
New York
$55.7M +$12.9M +129,739 +34%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$50.9M +$55.9K +561 +0.1%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$42.1M +$38.7M +387,798 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$33.5M +$5.15M +51,620 +20%
Wells Fargo
15
Wells Fargo
California
$29M +$3.03M +30,349 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$21.9M +$16.8M +168,520 +504%
CA
17
Cetera Advisors
Colorado
$20.7M +$18.3M +183,090 +2,362%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$664K +6,655 +4%
Allianz Asset Management
19
Allianz Asset Management
Germany
$18.9M +$13M +129,900 +293%
Citadel Advisors
20
Citadel Advisors
Florida
$18.1M +$13.1M +131,205 +368%
FIBT
21
First International Bank & Trust
North Dakota
$17.4M +$7.59M +76,104 +90%
PCIG
22
Partners Capital Investment Group
Massachusetts
$16.7M -$16.5M -165,961 -52%
MCM
23
Mainstay Capital Management
Michigan
$15.9M +$14.6M +146,431 New
OPAM
24
Ocean Park Asset Management
California
$14.9M +$13.7M +137,282 New
MCC
25
Money Concepts Capital
Florida
$14.8M +$13.6M +135,989 New
1
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DXJ Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q1 2024, worth a combined $2.36B — up 28% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DXJ positions and 24 closed out — a net gain of 56 holders — while 110 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $167M. The largest seller was Morgan Stanley, cutting an estimated $260M.

  • 304 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q1 2024, up from 253 in Q4 2023.
  • Funds reported $2.36B of WisdomTree Japan Hedged Equity Fund stock for Q1 2024, up 28% quarter-over-quarter.
  • 80 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q1 2024 and 24 closed out, a net change of +56 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q1 2024 was Bank of Montreal, an estimated $167M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2024.