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DXJ Institutional Ownership

WisdomTree Japan Hedged Equity Fund
1W: +0.4% 1M: +1.0% 3M: +1.3% YTD: +25.6% 1Y: +43.4% 3Y: +117.0% 5Y: +221.6%
$182.03
+2.30 (+1.28%)
 
Weekly Expected Move ±2.5%
$173 $178 $182 $187 $191
ETF AMEX · AUM $7.4B

Institutional Ownership — DXJ

447
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
65
New Positions
148
Increased
132
Reduced
26
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (476 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JPMORGAN CHASE & CO 3,022,594 $550M -87,571 -2.8% 54Q SEC ↗
2 MORGAN STANLEY 2,221,092 $404M +53,145 +2.5% 60Q SEC ↗
3 BANK OF AMERICA CORP /DE 1,508,764 $275M +72,311 +5.0% 15Q SEC ↗
4 LPL Financial LLC 634,359 $115M +45,301 +7.7% 61Q SEC ↗
5 BANK OF MONTREAL /CAN 601,307 $109M +599,553 +34182.0% 53Q SEC ↗
6 SCHRODER INVESTMENT MANAGEMENT GROUP 537,486 $98M -165,179 -23.5% 18Q SEC ↗
7 GOLDMAN SACHS GROUP INC 483,484 $88M +235,459 +94.9% 15Q SEC ↗
8 FMR LLC 478,042 $87M +1,306 +0.3% 62Q SEC ↗
9 ASSETMARK, INC 447,642 $81M -59,662 -11.8% 8Q SEC ↗
10 MEITAV INVESTMENT HOUSE LTD 442,091 $80M +73,000 +19.8% 3Q SEC ↗
11 Sixth Street Partners Management Compa NEW 436,644 $79M — +0.0% 1Q SEC ↗
12 CHARLES SCHWAB INVESTMENT MANAGEMENT I 436,644 $79M -18,774 -4.1% 9Q SEC ↗
13 WELLS FARGO & COMPANY/MN 418,596 $76M +23,882 +6.1% 71Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 413,663 $75M -40,349 -8.9% 7Q SEC ↗
15 UBS Group AG 373,164 $68M +24,775 +7.1% 47Q SEC ↗
16 Mirae Asset Global Investments Co., Lt NEW 324,400 $59M — +0.0% 1Q SEC ↗
17 Robinhood Asset Management, LLC 317,194 $58M +48,708 +18.1% 3Q SEC ↗
18 Evercore Wealth Management, LLC 310,765 $57M +3,141 +1.0% 9Q SEC ↗
19 AMERIPRISE FINANCIAL INC 268,697 $49M +30,539 +12.8% 16Q SEC ↗
20 Rice Partnership, LLC 196,780 $36M +4,115 +2.1% 7Q SEC ↗
21 Ayalon Insurance Comp Ltd. 195,785 $36M +73,038 +59.5% 35Q SEC ↗
22 Harel Insurance Investments & Financia 169,215 $31M +31,480 +22.9% 43Q SEC ↗
23 ROYAL BANK OF CANADA 167,404 $30M +9,209 +5.8% 64Q SEC ↗
24 POTOMAC FUND MANAGEMENT INC /ADV 159,700 $29M +764 +0.5% 5Q SEC ↗
25 Foundations Investment Advisors, LLC 158,779 $29M +2,712 +1.7% 13Q SEC ↗
26 ELEVATION POINT WEALTH PARTNERS, LLC 144,188 $26M +41,455 +40.4% 4Q SEC ↗
27 Rockefeller Capital Management L.P. 141,544 $26M +3,050 +2.2% 30Q SEC ↗
28 Allianz Asset Management GmbH 128,900 $23M -44,800 -25.8% 4Q SEC ↗
29 Permanens Capital L.P. 125,863 $23M +101,949 +426.3% 51Q SEC ↗
30 PARTNERS CAPITAL INVESTMENT GROUP, LLP 118,136 $22M -410 -0.3% 35Q SEC ↗
31 OSAIC HOLDINGS, INC. 117,390 $21M +47,385 +67.7% 26Q SEC ↗
32 Vestmark Advisory Solutions, Inc. 116,105 $21M +4,734 +4.3% 6Q SEC ↗
33 AlTi Global, Inc. 112,650 $21M -500 -0.4% 11Q SEC ↗
34 ENVESTNET ASSET MANAGEMENT INC 110,309 $20M +18,108 +19.6% 55Q SEC ↗
35 Bank of New York Mellon Corp 99,165 $18M -6,789 -6.4% 54Q SEC ↗
36 Wealth Enhancement Trust Services, Inc 97,030 $18M -3,094 -3.1% 3Q SEC ↗
37 TRUIST FINANCIAL CORP 92,228 $17M +1,807 +2.0% 13Q SEC ↗
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 84,019 $15M +24,587 +41.4% 54Q SEC ↗
39 JANE STREET GROUP, LLC NEW 77,817 $14M — +0.0% 1Q SEC ↗
40 PRECEDENT WEALTH PARTNERS, LLC 76,074 $14M +5,788 +8.2% 5Q SEC ↗
41 Hamilton Capital, LLC 74,928 $14M +1,275 +1.7% 3Q SEC ↗
42 Ocean Park Asset Management, LLC 74,703 $14M +10,967 +17.2% 3Q SEC ↗
43 JBGlobal.com LLC 74,610 $14M -2,516 -3.3% 7Q SEC ↗
44 Almanack Investment Partners, LLC. 69,389 $13M -7,597 -9.9% 16Q SEC ↗
45 BEARING POINT CAPITAL, LLC 66,925 $12M +1,295 +2.0% 7Q SEC ↗
46 Evernest Financial Advisors, LLC 65,507 $12M +2,241 +3.5% 11Q SEC ↗
47 BlackRock, Inc. 63,785 $12M — +0.0% 8Q SEC ↗
48 Madrid Financial Services 61,163 $11M +4,828 +8.6% 4Q SEC ↗
49 OPPENHEIMER ASSET MANAGEMENT INC. 60,935 $11M +989 +1.6% 4Q SEC ↗
50 COMMONWEALTH EQUITY SERVICES, LLC 57,831 $11M -921 -1.6% 35Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BANK OF MONTREAL /CAN +599,553 +34182.0% 601,307
GOLDMAN SACHS GROUP INC +235,459 +94.9% 483,484
Permanens Capital L.P. +101,949 +426.3% 125,863
Ayalon Insurance Comp Ltd. +73,038 +59.5% 195,785
MEITAV INVESTMENT HOUSE LTD +73,000 +19.8% 442,091
BANK OF AMERICA CORP /DE +72,311 +5.0% 1,508,764
MORGAN STANLEY +53,145 +2.5% 2,221,092
Robinhood Asset Management, LLC +48,708 +18.1% 317,194
OSAIC HOLDINGS, INC. +47,385 +67.7% 117,390
LPL Financial LLC +45,301 +7.7% 634,359
ELEVATION POINT WEALTH PARTNERS, LL +41,455 +40.4% 144,188
Harel Insurance Investments & Finan +31,480 +22.9% 169,215
AMERIPRISE FINANCIAL INC +30,539 +12.8% 268,697
UBS Group AG +24,775 +7.1% 373,164
NORTHWESTERN MUTUAL WEALTH MANAGEME +24,587 +41.4% 84,019
WELLS FARGO & COMPANY/MN +23,882 +6.1% 418,596
Warner Group LLC +23,323 +214.5% 34,195
HARBOUR INVESTMENTS, INC. +18,159 +1512.0% 19,360
ENVESTNET ASSET MANAGEMENT INC +18,108 +19.6% 110,309
Cetera Investment Advisers +12,954 +29.9% 56,209
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -199,975 -98.6% 2,800
SCHRODER INVESTMENT MANAGEMENT GROU -165,179 -23.5% 537,486
JPMORGAN CHASE & CO -87,571 -2.8% 3,022,594
ASSETMARK, INC -59,662 -11.8% 447,642
Allianz Asset Management GmbH -44,800 -25.8% 128,900
RAYMOND JAMES FINANCIAL INC -40,349 -8.9% 413,663
BANK OF NOVA SCOTIA -27,885 -42.5% 37,720
CHARLES SCHWAB INVESTMENT MANAGEMEN -18,774 -4.1% 436,644
CITIGROUP INC -11,387 -25.0% 34,145
Focus Partners Wealth -10,391 -45.1% 12,627
BLAIR WILLIAM & CO/IL -9,737 -26.4% 27,142
Avid Wealth Partners LLC -9,214 -22.9% 30,939
Almanack Investment Partners, LLC. -7,597 -9.9% 69,389
Bank of New York Mellon Corp -6,789 -6.4% 99,165
Thrivent Financial for Lutherans -6,758 -41.9% 9,361
Ameritas Advisory Services, LLC -6,203 -96.2% 248
Equitable Holdings, Inc. -6,074 -62.2% 3,685
NorthRock Partners, LLC -5,009 -20.4% 19,567
UBS AM, a distinct business unit of -4,257 -21.8% 15,226
Curi Capital, LLC -3,966 -11.1% 31,627

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms