Mather Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Mather 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
2025 Q1	–	Sell	-44	Closed	-$4.85K	–	1814
2024 Q4	$4.85K	Buy	+44	New	+$4.82K	﹤0.01%	1386
2016 Q2	–	Sell	-341,362	Closed	-$14.9M	–	29
2016 Q1	$14.9M	Buy	341,362 +33,450	+11%	+$1.48M	3.17%	10
2015 Q4	$15.4M	Buy	307,912 +50,304	+20%	+$2.68M	3.57%	10
2015 Q3	$12.5M	Buy	257,608 +27,277	+12%	+$1.48M	3.3%	13
2015 Q2	$12.7M	Hold	230,331	–	–	3.34%	14
2015 Q1	$12.7M	Buy	230,331 +12,619	+6%	+$657K	3.34%	14
2014 Q4	$10.7M	Buy	217,712 +23,983	+12%	+$1.25M	3.09%	16
2014 Q3	$10.1M	Buy	+193,729	New	+$9.76M	3.12%	14

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Mather Group's DXJ Position: Q1 2025 in Review

Mather Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 44 shares — an estimated $4.85K sold.

Mather Group first reported a position in DXJ in Q3 2014 and held it in 8 quarters. The position peaked at $15.4M in Q4 2015. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Mather Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Mather Group sold 44 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $4.85K.
Mather Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 8 quarters.
Mather Group's WisdomTree Japan Hedged Equity Fund position peaked at $15.4M in Q4 2015.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.