Запись по ценной бумаге · архивный квартал
DXJ
WisdomTree Japan Hedged Equity Fund · Financial Services · Asset Management - Global
65Отслеживаемые держатели
0Δ держателей
12.94MАкций в держании
$2.04BОтчётная стоимость
+7Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +4.0% · новые чистые позиции 0.0% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 36.56K | $2.70M | n/a | n/a |
| Q2 2026 | 64 | +1 | 13.87M | $2.41B | +5 | −5 |
| Q1 2026 | 65 | 0 | 12.94M | $2.04B | +7 | −7 |
| Q4 2025 | 64 | -1 | 11.74M | $1.69B | n/a | −1 |
| Q3 2025 | 8 | +1 | 3.51M | $449.80M | +1 | n/a |
| Q2 2025 | 4 | -2 | 567.30K | $64.83M | n/a | −2 |
| Q1 2025 | 4 | +2 | 28.21K | $3.11M | +3 | −1 |
| Q4 2024 | 2 | -1 | 42.09K | $4.64M | n/a | −1 |
| Q3 2024 | 3 | -2 | 18.20K | $1.93M | +1 | −3 |
| Q2 2024 | 5 | n/a | 211.33K | $23.84M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.11M | +3.0% | $480.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | Morgan Stanley ✦ | 2.17M | -5.8% | $343.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 1.44M | +10.7% | $227.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Schroder Investment Management Group | 702.66K | n/a | $108.62M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 589.06K | +18.1% | $93.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Assetmark, Inc | 507.30K | +5308.9% | $80.45M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 476.74K | +0.4% | $75.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 455.42K | -11.6% | $72.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 454.01K | +27.2% | $72.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 394.71K | +8.4% | $62.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | UBS Group AG | 348.39K | +18.9% | $55.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Goldman Sachs Group ✦ | 248.03K | -2.3% | $39.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Ameriprise Financial Inc | 238.16K | -14.9% | $37.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Susquehanna International Group, Llp | 202.78K | +12294.6% | $32.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 173.70K | +399.1% | $27.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 158.19K | +1.7% | $25.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Rockefeller Capital Management L.P. | 138.49K | +3.8% | $21.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bank of New York Mellon Corp | 105.95K | +6.5% | $16.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 19 | Envestnet Asset Management Inc | 92.20K | +120.4% | $14.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 90.42K | +210.0% | $14.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Osaic Holdings, Inc. | 70.00K | -27.2% | $11.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Bank Of Nova Scotia | 65.61K | +52.9% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (пассивный) | 63.78K | +0.2% | $10.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 59.43K | +7.0% | $9.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 58.75K | +9.2% | $9.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citigroup Inc | 45.53K | +44.5% | $7.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Cetera Investment Advisers | 43.26K | +31.7% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Deutsche Bank Ag\ | 38.19K | -2.3% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 29 | Blair William & Co/Il | 36.88K | +0.3% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 30.62K | -13.9% | $4.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Jones Financial Companies Lllp | 30.37K | +24.4% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 28.66K | +431.5% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 27.86K | -19.8% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 24.66K | +4.2% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 24.37K | -71.7% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Focus Partners Wealth | 23.02K | -15.4% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 21.40K | 0.0% | $3.39M | 0.0% | Held | 8 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 19.48K | -41.8% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cerity Partners LLC | 13.15K | -0.3% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Fifth Third Bancorp | 12.04K | Новый | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 11.79K | -23.6% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 11.41K | -50.9% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Quantinno Capital Management LP | 10.72K | +27.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 10.43K | -8.8% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 9.76K | +85.1% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 9.69K | Новый | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 47 | Hsbc Holdings Plc | 9.26K | -50.0% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Creative Planning | 8.78K | +6.4% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Cibc World Market Inc. | 8.18K | +8.1% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Mariner, LLC | 5.68K | -2.3% | $901,190 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Captrust Financial Advisors | 3.74K | +7.8% | $593,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.67K | -1.4% | $423,091 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Gotham Asset Management ✦ | 2.65K | Новый | $421,030 | 0.0% | New | 1 | SEC ↗ |
| 54 | Belvedere Trading LLC | 2.38K | Новый | $377,579 | 0.1% | New | 1 | SEC ↗ |
| 55 | Northern Trust Corp | 1.79K | -66.1% | $283,382 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 56 | Bank Of Montreal /Can/ | 1.75K | -99.7% | $278,107 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Qube Research & Technologies Ltd | 1.12K | -78.0% | $177,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 1.02K | 0.0% | $162,545 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Cwm, Llc | 1.02K | +11.5% | $161,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Marshall Wace ✦ | 1.00K | Новый | $158,580 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | TD Waterhouse Canada Inc. | 869 | -4.4% | $140,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Group One Trading Llc | 91 | Новый | $14,431 | 0.0% | New | 1 | SEC ↗ |
| 63 | Barclays Plc | 80 | Новый | $12,686 | 0.0% | New | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 62 | -57.8% | $9,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 1 | 0.0% | $159 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Fifth Third Bancorp | $1.91M | 0.0% |
| Citadel Advisors | $1.54M | 0.0% |
| Gotham Asset Management | $421,030 | 0.0% |
| Belvedere Trading LLC | $377,579 | 0.1% |
| Marshall Wace | $158,580 | 0.0% |
| Group One Trading Llc | $14,431 | 0.0% |
| Barclays Plc | $12,686 | 0.0% |
Закрыто
| Mirae Asset Global… | $11.58M | составлял 0.0% |
| Hrt Financial Lp | $2.37M | составлял 0.0% |
| Renaissance Technologies | $1.99M | составлял 0.0% |
| Jane Street Group, Llc | $1.49M | составлял 0.0% |
| Squarepoint Ops LLC | $1.25M | составлял 0.0% |
| Brown Advisory Inc | $227,629 | составлял 0.0% |
| Simplex Trading, Llc | $61,988 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 388 держатели, 14.98M акции, $2.29B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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