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WisdomTree Japan Hedged Equity Fund

318 hedge funds and large institutions have $2.49B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 125 increasing their positions, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $142M | Put options by funds: $59.2M

74% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 72

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

5% more capital invested

Capital invested by funds: $2.36B → $2.49B (+$128M)

5% more funds holding

Funds holding: 304318 (+14)

1.93% less ownership

Funds ownership: 50.49%48.56% (-1.9%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
318
Holders Change
+14
Holders Change %
+4.61%
% of All Funds
4.59%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
54
Increased
125
Reduced
72
Closed
35
Calls
$142M
Puts
$59.2M
Net Calls
+$83M
Net Calls Change
+$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$375M -$17.2M -158,418 -5%
Bank of America
2
Bank of America
North Carolina
$211M +$10.7M +98,812 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$180M -$24.9M -229,213 -13%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$143M -$68.9M -634,107 -33%
LPL Financial
5
LPL Financial
California
$104M +$12.4M +113,968 +14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$94M -$6.94M -63,934 -7%
Charles Schwab
7
Charles Schwab
California
$92.4M +$89M +819,001 New
PC
8
Permanens Capital
New York
$83.2M +$24.4M +224,787 +44%
UBS Group
9
UBS Group
Switzerland
$73M -$906K -8,341 -1%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$58.1M -$6.37M -58,627 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$53.2M +$252K +2,321 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$48.7M -$30.1M -276,709 -39%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$43.2M -$528K -4,865 -1%
MCM
14
Mainstay Capital Management
Michigan
$35.2M +$18M +165,602 +113%
PCIG
15
Partners Capital Investment Group
Massachusetts
$33.5M +$15.7M +144,719 +94%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$33M -$1.74M -16,003 -5%
Wells Fargo
17
Wells Fargo
California
$31.7M +$1.46M +13,447 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$26.9M +$5.4M +49,690 +26%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$23.7M +$863K +7,948 +4%
Ameriprise
20
Ameriprise
Minnesota
$22M +$9.22M +84,864 +77%
GAM
21
Goldentree Asset Management
New York
$20.5M +$19.7M +181,573 New
FIBT
22
First International Bank & Trust
North Dakota
$18.1M -$1.52K -14 -0%
JFG
23
Jefferies Financial Group
New York
$16.5M +$15.9M +146,535 New
Two Sigma Investments
24
Two Sigma Investments
New York
$15.9M +$5.38M +49,500 +54%
MCC
25
Money Concepts Capital
Florida
$15.7M +$370K +3,409 +3%

DXJ Hedge Fund Activity: Q2 2024 in Review

318 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q2 2024, worth a combined $2.49B — up 5.4% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new DXJ positions and 35 closed out — a net gain of 19 holders — while 125 added to existing stakes and 72 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $89M. The largest seller was Jane Street, cutting an estimated $69.6M.

  • 318 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.49B of WisdomTree Japan Hedged Equity Fund stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 54 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q2 2024 and 35 closed out, a net change of +19 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q2 2024 was Charles Schwab, an estimated $89M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q2 2024 was Jane Street, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2024.