WisdomTree Japan Hedged Equity Fund (DXJ) Institutional Ownership

$109.08
+0.68 (+0.63%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Japan Hedged Equity Fund (NYSEARCA:DXJ)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$634.68M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$197.51M
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DXJ Institutional Buying and Selling by Quarter

WisdomTree Japan Hedged Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Guardian Capital Advisors LP2,810$297K0.0%-97.2%0.006%
5/14/2024 Natixis414$45K0.0%+62.4%0.001%
5/14/2024 Lake Street Advisors Group LLC59,395$6.44M0.3%N/A0.135%
5/13/2024 O Shaughnessy Asset Management LLC5,790$628K0.0%+57.7%0.013%
5/11/2024 Edgestream Partners L.P.2,406$261K0.0%N/A0.005%
5/10/2024 Osaic Holdings Inc.97,182$10.54M0.0%+13.7%0.221%
5/10/2024 Capital Management Corp VA2,250$244K0.0%N/A0.005%
5/9/2024 Private Portfolio Partners LLC11,154$1.21M0.3%+8.0%0.025%
5/9/2024 Blair William & Co. IL28,181$3.06M0.0%+723.8%0.064%
5/9/2024 Condor Capital Management67,683$7.34M0.7%-0.3%0.154%
5/9/2024 Avid Wealth Partners LLC32,219$3.50M2.8%+17.4%0.073%
5/9/2024 Koshinski Asset Management Inc.3,668$398K0.0%-36.8%0.008%
5/8/2024 Bleakley Financial Group LLC67,471$7.32M0.2%-2.4%0.153%
5/8/2024 Avantax Advisory Services Inc.10,102$1.10M0.0%+1.1%0.023%
5/8/2024 Trademark Financial Management LLC3,235$351K0.3%+14.1%0.007%
5/8/2024 New Republic Capital LLC7,139$775K0.5%+57.6%0.016%
5/7/2024 Concurrent Investment Advisors LLC15,431$1.67M0.1%+89.3%0.035%
5/7/2024 Oppenheimer & Co. Inc.4,064$441K0.0%+13.3%0.009%
5/4/2024 Geneos Wealth Management Inc.49,249$5.34M0.2%+22,388.1%0.112%
5/2/2024 Smart Money Group LLC101,860$11.05M4.3%+17.2%0.232%
5/2/2024 Peregrine Asset Advisers Inc.6,355$690K0.3%+14.4%0.014%
5/2/2024 Centerpoint Advisors LLC500$54K0.0%N/A0.001%
5/2/2024 Lincoln National Corp44,506$4.83M0.1%-1.6%0.101%
5/2/2024 Almanack Investment Partners LLC.81,779$8.87M1.5%-11.2%0.186%
5/2/2024 Palisade Asset Management LLC1,000$108K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC30,013$3.26M0.0%+85.2%0.068%
5/1/2024 BNP Paribas Financial Markets9,704$1.05M0.0%+383.5%0.022%
5/1/2024 Sequoia Financial Advisors LLC32,362$3.51M0.0%N/A0.074%
5/1/2024 Private Advisor Group LLC4,107$446K0.0%-47.3%0.009%
4/30/2024Concord Wealth Partners11,746$1.27M0.2%+1.0%0.027%
4/30/2024 Mainstay Capital Management LLC ADV146,431$15.89M3.0%N/A0.334%
4/29/2024Commonwealth Equity Services LLC66,930$7.26M0.0%+233.1%0.153%
4/25/2024 Simplex Trading LLC12,008$1.30M0.0%N/A0.027%
4/25/2024 Cambridge Investment Research Advisors Inc.28,663$3.11M0.0%+27.5%0.065%
4/24/2024 Simplicity Wealth LLC67,471$7.32M0.2%N/A0.154%
4/24/2024 Essex Financial Services Inc.2,245$244K0.0%N/A0.005%
4/23/2024 Global Retirement Partners LLC962$104K0.0%-15.8%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.897,225$97.35M0.1%-6.4%2.046%
4/22/2024 Parsons Capital Management Inc. RI13,466$1.46M0.1%+89.1%0.031%
4/22/2024 Raymond James & Associates75,809$8.23M0.0%+28.9%0.173%
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4/22/2024 Accordant Advisory Group Inc2,991$325K0.2%N/A0.007%
4/20/2024 KWB Wealth3,934$427K0.1%+5.2%0.009%
4/19/2024 Lake Street Private Wealth LLC81,336$8.83M1.2%+31.1%0.185%
4/19/2024 E&G Advisors LP8,831$958K0.3%+114.1%0.020%
4/18/2024 SeaCrest Wealth Management LLC4,394$477K0.1%+45.7%0.014%
4/18/2024 Synergy Asset Management LLC31,936$3.47M0.6%N/A0.100%
4/16/2024 Astoria Portfolio Advisors LLC.2,005$217K0.1%N/A0.006%
4/16/2024 Financial Management Professionals Inc.24,966$2.71M0.4%-9.0%0.078%
4/16/2024 Harbour Capital Advisors LLC8,004$854K0.2%-1.8%0.025%
4/16/2024 Calton & Associates Inc.4,144$450K0.2%-9.2%0.013%
4/16/2024 Register Financial Advisors LLC824$89K0.0%N/A0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC29,951$3.25M0.0%+383.4%0.094%
4/15/2024 Cumberland Advisors Inc.12,520$1.36M0.5%N/A0.039%
4/15/2024 Wealthcare Advisory Partners LLC16,539$1.79M0.1%+52.7%0.052%
4/15/2024 Brookstone Capital Management3,333$362K0.0%N/A0.010%
4/15/2024 Sunbelt Securities Inc.1,646$179K0.0%+211.7%0.005%
4/15/2024 Kingswood Wealth Advisors LLC3,633$394K0.0%N/A0.011%
4/15/2024 Ayalon Insurance Comp Ltd.111,769$12.13M4.0%+5.8%0.350%
4/12/2024 Global Trust Asset Management LLC1,130$123K0.1%+276.7%0.004%
4/11/2024 &PARTNERS6,455$700K0.1%N/A0.020%
4/11/2024 CHURCHILL MANAGEMENT Corp34,405$3.73M0.0%N/A0.108%
4/11/2024 Moulton Wealth Management Inc.36,641$3.98M4.2%N/A0.115%
4/10/2024 Wedmont Private Capital3,400$369K0.0%N/A0.011%
4/9/2024 Lowe Wealth Advisors LLC512$56K0.0%N/A0.002%
4/3/2024 Versant Capital Management Inc243$26K0.0%-50.0%0.001%
3/22/2024 PNC Financial Services Group Inc.4,934$434K0.0%-15.4%0.015%
3/15/2024B. Riley Wealth Advisors Inc.2,346$206K0.0%-7.2%0.007%
3/1/2024 Transcendent Capital Group LLC400$35K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.391,927$34.48M0.0%-59.2%1.227%
2/26/2024Syon Capital LLC2,690$237K0.0%N/A0.008%
2/26/2024 Integrated Advisors Network LLC6,601$581K0.0%+114.2%0.021%
2/20/2024Able Wealth Management LLC5,318$468K0.4%N/A0.017%
2/15/2024OLD Mission Capital LLC317,664$27.95M0.5%N/A0.994%
2/15/2024 Clear Street Markets LLC1,800$158K0.0%N/A0.006%
2/15/2024Comerica Bank19,223$1.69M0.0%-2.0%0.060%
2/14/2024LM Advisors LLC5,651$497K0.1%N/A0.018%
2/14/2024 Mmbg Investment Advisors CO.49,447$4.35M0.5%-4.4%0.155%
2/14/2024Waterloo Capital L.P.32,000$2.82M0.5%+12.8%0.100%
2/13/2024Per Stirling Capital Management LLC.3,603$317K0.1%-65.6%0.011%
2/13/2024 Trademark Financial Management LLC2,835$249K0.2%N/A0.009%
2/13/2024Steward Partners Investment Solutions LLC114,553$10.08M4.2%N/A0.359%
2/13/2024Rathbones Group PLC16,799$1.48M0.0%-12.0%0.053%
2/12/2024Partners Capital Investment Group LLP320,147$28.17M0.6%+0.8%1.002%
2/12/2024 Condor Capital Management67,853$5.97M0.6%-1.1%0.212%
2/12/2024Adams Wealth Management78,384$6.90M2.0%+11.5%0.245%
2/12/2024Scotia Capital Inc.8,694$765K0.0%+2.0%0.027%
2/12/2024 Avestar Capital LLC53,775$4.73M0.5%-4.1%0.168%
2/12/2024 New Republic Capital LLC4,531$399K0.3%N/A0.014%
2/12/2024Allianz Asset Management GmbH44,400$3.91M0.0%-91.5%0.139%
2/12/2024Steward Partners Investment Advisory LLC21,766$1.92M0.0%+8.9%0.068%
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2/12/2024Hsbc Holdings PLC9,349$823K0.0%-91.3%0.029%
2/9/2024 Advisory Services Network LLC9,403$827K0.0%-24.0%0.029%
2/9/2024 Cambridge Investment Research Advisors Inc.22,481$1.98M0.0%-46.1%0.070%
2/9/2024Trexquant Investment LP9,719$855K0.0%N/A0.030%
2/9/2024 Corient Private Wealth LLC16,962$1.49M0.0%-2.0%0.053%
2/9/2024 Wells Fargo & Company MN236,910$20.84M0.0%-5.3%0.742%
2/9/2024 UBS Group AG486,921$42.84M0.0%-14.2%1.524%
2/9/2024 PNC Financial Services Group Inc.4,934$434K0.0%-15.4%0.015%
2/8/2024Guardian Capital Advisors LP101,350$9.24M1.0%+17.5%0.317%
2/8/2024 Foundations Investment Advisors LLC93,330$8.99M0.2%+117.5%0.292%
(Data available from 1/1/2016 forward)

DXJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DXJ shares?

During the previous two years, 268 institutional investors and hedge funds held shares of WisdomTree Japan Hedged Equity Fund. The most heavily invested institutionals were Morgan Stanley ($291.89M), JPMorgan Chase & Co. ($131.20M), Raymond James Financial Services Advisors Inc. ($97.35M), Bank of Montreal Can ($73.84M), Bank of America Corp DE ($62.59M), Bank of Nova Scotia ($50.80M), and UBS Group AG ($42.84M).Learn more on DXJ's institutional investors.

Which institutional investors have been buying WisdomTree Japan Hedged Equity Fund stock?

Of the 233 institutional investors that purchased WisdomTree Japan Hedged Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.04M), Bank of Montreal Can ($881.23K), Meitav Dash Investments Ltd. ($816.43K), Bank of Nova Scotia ($575.60K), LPL Financial LLC ($500.61K), Allianz Asset Management GmbH ($493.77K), and Morgan Stanley ($489.87K).

How much institutional buying is happening at WisdomTree Japan Hedged Equity Fund?

Institutional investors have bought a total of 11,923,239 shares in the last 24 months. This purchase volume represents approximately $930.39M in transactions.

Which WisdomTree Japan Hedged Equity Fund major shareholders have been selling company stock?

Of the 115 institutional investors that sold WisdomTree Japan Hedged Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meitav Dash Investments Ltd. ($803.47K), Goldman Sachs Group Inc. ($567.72K), Allianz Asset Management GmbH ($480.21K), Benjamin F. Edwards & Company Inc. ($426.98K), Permanens Capital L.P. ($235.39K), Raymond James Financial Services Advisors Inc. ($153.00K), and Bank of America Corp DE ($133.22K).

How much institutional selling is happening at WisdomTree Japan Hedged Equity Fund?

Institutional investors have sold a total of 4,455,030 shares in the last 24 months. This volume of shares sold represents approximately $339.63M in transactions.


This page (NYSEARCA:DXJ) was last updated on 5/15/2024 by MarketBeat.com Staff

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