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	-132	Closed	-$4.85K	–	1814
2024 Q4	$4.85K	Buy	+132	New	+$4.82K	﹤0.01%	1386
2016 Q2	–	Sell	-1,024,086	Closed	-$14.9M	–	29
2016 Q1	$14.9M	Buy	1,024,086 +100,350	+11%	+$1.48M	3.17%	10
2015 Q4	$15.4M	Buy	923,736 +150,912	+20%	+$2.68M	3.57%	10
2015 Q3	$12.5M	Buy	772,824 +81,831	+12%	+$1.48M	3.3%	13
2015 Q2	$12.7M	Hold	690,993	–	–	3.34%	14
2015 Q1	$12.7M	Buy	690,993 +37,857	+6%	+$657K	3.34%	14
2014 Q4	$10.7M	Buy	653,136 +71,949	+12%	+$1.25M	3.09%	16
2014 Q3	$10.1M	Buy	+581,187	New	+$9.8M	3.12%	14

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 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 132 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 132 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.