JFG
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Jefferies Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Jefferies Financial Group’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-52,300
Closed -$5.9M – 1520
2024
Q2 		$5.9M Buy
+52,300
New +$5.68M 0.06% 249

Other funds holding DXJ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group's DXJ Position: Q4 2024 in Review

Jefferies Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2024, closing a stake of 1,334 shares — an estimated $141K sold.

Jefferies Financial Group first reported a position in DXJ in Q2 2024 and held it in 2 quarters. The position peaked at $16.5M in Q2 2024. 327 funds tracked by Wall St. Rank hold DXJ as of Q4 2024.

  • Jefferies Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 1,334 WisdomTree Japan Hedged Equity Fund shares in Q4 2024, an estimated $141K.
  • Jefferies Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2024 and held it in 2 quarters.
  • Jefferies Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $16.5M in Q2 2024.
  • 327 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.