Jones Financial Companies
DXJ icon

Jones Financial Companies’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Jones Financial Companies’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
2026
Q1 		$4.7M Buy
30,366
+5,965
+24% +$941K ﹤0.01% 1095
2025
Q4 		$3.52M Buy
24,401
+5,986
+33% +$821K ﹤0.01% 762
2025
Q3 		$2.39M Buy
18,415
+2,426
+15% +$298K ﹤0.01% 797
2025
Q2 		$1.85M Buy
15,989
+4,116
+35% +$450K ﹤0.01% 780
2025
Q1 		$1.32M Buy
11,873
+2,677
+29% +$294K ﹤0.01% 766
2024
Q4 		$1.01M Buy
9,196
+2,007
+28% +$220K ﹤0.01% 740
2024
Q3 		$747K Buy
7,189
+4,477
+165% +$476K ﹤0.01% 690
2024
Q2 		$306K Buy
2,712
+2,404
+781% +$261K ﹤0.01% 687
2024
Q1 		$33.5K Buy
+308
New +$30.7K ﹤0.01% 802
2013
Q4 		– Sell
-219
Closed -$10K – 317
2013
Q3 		$10K Buy
+219
New +$10.3K ﹤0.01% 515

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Schroder Investment Management Group
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AssetMark Inc
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return