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WisdomTree Japan Hedged Equity Fund

327 hedge funds and large institutions have $2.51B invested in WisdomTree Japan Hedged Equity Fund in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 32

87% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.14M

54% more capital invested

Capital invested by funds: $1.63B → $2.51B (+$883M)

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

13% more funds holding

Funds holding: 289327 (+38)

7.6% more ownership

Funds ownership: 45.4%53% (+7.6%)

Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
77
Increased
106
Reduced
88
Closed
32
Calls
$11.5M
Puts
$6.14M
Net Calls
+$5.37M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$490M +$328 +3 +0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$390M +$328M +2,998,594 +561%
Morgan Stanley
3
Morgan Stanley
New York
$327M -$1.94M -17,685 -0.6%
Bank of America
4
Bank of America
North Carolina
$166M -$252K -2,306 -0.2%
LMGAM
5
Liberty Mutual Group Asset Management
Massachusetts
$75M +$36.1M +330,000 +94%
Raymond James Financial
6
Raymond James Financial
Florida
$61.5M +$61.1M +557,602 New
LPL Financial
7
LPL Financial
California
$60.8M +$3.04M +27,789 +5%
UBS Group
8
UBS Group
Switzerland
$59.3M +$9.68M +88,412 +20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$52M +$129K +1,182 +0.3%
Goldman Sachs
10
Goldman Sachs
New York
$47.1M -$5.53M -50,523 -11%
Charles Schwab
11
Charles Schwab
California
$45.6M -$47.6M -434,595 -51%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$41.5M -$22.6M -206,246 -35%
EWM
13
Evercore Wealth Management
New York
$30M +$8.8M +80,390 +42%
Wells Fargo
14
Wells Fargo
California
$29.9M +$5.56M +50,817 +23%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$29.9M +$1.89M +17,224 +7%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$27.6M
NVCHI
17
New Vernon Capital Holdings II
New Jersey
$19.3M +$44.8M +408,863 +2,354%
FIBT
18
First International Bank & Trust
North Dakota
$18.9M +$1.67M +15,231 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17.4M -$11M -100,824 -39%
PC
20
Permanens Capital
New York
$17.1M +$1.14M +10,447 +7%
PCIG
21
Partners Capital Investment Group
Massachusetts
$16.9M -$19.8M -180,931 -54%
PFM
22
Potomac Fund Management
Florida
$15.1M +$15M +136,911 New
FIA
23
Foundations Investment Advisors
Arizona
$14.4M +$620K +5,663 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$13.6M -$612K -5,590 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$13.2M +$1.01M +9,208 +8%

DXJ Hedge Fund Activity: Q4 2024 in Review

327 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Japan Hedged Equity Fund (DXJ) for Q4 2024, worth a combined $2.51B — up 54% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DXJ positions and 32 closed out — a net gain of 45 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Charles Schwab, cutting an estimated $47.6M.

  • 327 institutional investors held WisdomTree Japan Hedged Equity Fund (DXJ) as of Q4 2024, up from 289 in Q3 2024.
  • Funds reported $2.51B of WisdomTree Japan Hedged Equity Fund stock for Q4 2024, up 54% quarter-over-quarter.
  • 77 funds opened new WisdomTree Japan Hedged Equity Fund positions in Q4 2024 and 32 closed out, a net change of +45 holders.
  • The largest WisdomTree Japan Hedged Equity Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $328M added.
  • The largest WisdomTree Japan Hedged Equity Fund seller in Q4 2024 was Charles Schwab, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2024.