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WisdomTree Japan Hedged Equity Fund

289 hedge funds and large institutions have $1.63B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 110 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $169M | Put options by funds: $53.4M

3.16% less ownership

Funds ownership: 48.56%45.4% (-3.2%)

9% less funds holding

Funds holding: 318289 (-29)

26% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 110

35% less capital invested

Capital invested by funds: $2.49B → $1.63B (-$864M)

38% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 65

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
289
Holders Change
-29
Holders Change %
-9.12%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
40
Increased
81
Reduced
110
Closed
65
Calls
$169M
Puts
$53.4M
Net Calls
+$116M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$316M -$36M -338,614 -10%
Bank of America
2
Bank of America
North Carolina
$160M -$38.6M -363,242 -19%
Charles Schwab
3
Charles Schwab
California
$89.9M +$3.05M +28,709 +4%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$60.6M +$7.27M +68,415 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$56.7M -$113M -1,062,967 -67%
LPL Financial
6
LPL Financial
California
$55.4M -$41.9M -394,694 -43%
Goldman Sachs
7
Goldman Sachs
New York
$50.6M +$4.85M +45,669 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$49.8M -$99.1K -933 -0.2%
UBS Group
9
UBS Group
Switzerland
$47.6M -$21M -198,152 -31%
Jane Street
10
Jane Street
New York
$38.9M +$38.5M +362,021 +7,517%
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$37.1M +$37.2M +350,000 New
PCIG
12
Partners Capital Investment Group
Massachusetts
$35.4M +$3.75M +35,351 +12%
MCM
13
Mainstay Capital Management
Michigan
$31.7M -$1.38M -12,946 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.4M -$3.65M -34,377 -12%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$26.9M +$1.63M +15,300 +6%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$26.5M -$14.1M -132,585 -35%
Wells Fargo
17
Wells Fargo
California
$23.4M -$6.37M -59,973 -21%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$21.9M -$66.6M -626,697 -75%
EWM
19
Evercore Wealth Management
New York
$20.3M +$18.4M +173,093 +936%
FIBT
20
First International Bank & Trust
North Dakota
$16.6M -$447K -4,210 -3%
PC
21
Permanens Capital
New York
$15.3M -$63M -593,393 -80%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.7M +$706K +6,643 +5%
Ameriprise
23
Ameriprise
Minnesota
$13.6M -$7.08M -66,635 -34%
FIA
24
Foundations Investment Advisors
Arizona
$13.2M -$66.5K -626 -0.5%
AG
25
AlTi Global
New York
$11.8M +$291K +2,740 +3%

DXJ Hedge Fund Activity: Q3 2024 in Review

289 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q3 2024, worth a combined $1.63B — down 35% from $2.49B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of DXJ and 40 opened new positions — a net loss of 25 holders — while 110 trimmed existing stakes and 81 added.

The largest buyer was Jane Street, adding an estimated $38.5M. The largest seller was Bank of Montreal, cutting an estimated $134M.

  • 289 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $1.63B of WisdomTree Japan Hedged Equity Fund stock for Q3 2024, down 35% quarter-over-quarter.
  • 40 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q3 2024 and 65 closed out, a net change of -25 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q3 2024 was Jane Street, an estimated $38.5M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q3 2024 was Bank of Montreal, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2024.