MIFH
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Migdal Insurance & Financial Holdings’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Migdal Insurance & Financial Holdings’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
-3,450
Closed -$381K – 431
2024
Q4 		$381K Hold
3,450
– – 0.01% 183
2024
Q3 		$366K Sell
3,450
-3,450
-50% -$366K 0.01% 186
2024
Q2 		$778K Hold
6,900
– – 0.01% 167
2024
Q1 		$749K Hold
6,900
– – 0.01% 157
2023
Q4 		$607K Buy
6,900
+1,300
+23% +$115K 0.01% 189
2023
Q3 		$503K Hold
5,600
– – 0.01% 187
2023
Q2 		$465K Buy
+5,600
New +$426K 0.01% 181
2020
Q3 		– Sell
-17
Closed -$1K – 696
2020
Q2 		$1K Hold
17
– – ﹤0.01% 668
2020
Q1 		$1K Buy
+17
New +$835 ﹤0.01% 657
2019
Q4 		– Sell
-8,590
Closed -$432K – 749
2019
Q3 		$432K Sell
8,590
-32,975
-79% -$1.6M 0.01% 343
2019
Q2 		$2.02M Hold
41,565
– – 0.05% 139
2019
Q1 		$2.1M Hold
41,565
– – 0.05% 136
2018
Q4 		$1.93M Hold
41,565
– – 0.04% 133
2018
Q3 		$2.41M Hold
41,565
– – 0.05% 215
2018
Q2 		$2.24M Hold
41,565
– – 0.05% 195
2018
Q1 		$2.33M Sell
41,565
-93,505
-69% -$5.44M 0.06% 171
2017
Q4 		$8.01M Buy
135,070
+48,241
+56% +$2.78M 0.2% 88
2017
Q3 		$4.75M Sell
86,829
-39,891
-31% -$2.09M 0.11% 131
2017
Q2 		$6.58M Buy
126,720
+7,540
+6% +$386K 0.15% 97
2017
Q1 		$6.05M Buy
119,180
+46,415
+64% +$2.37M 0.14% 99
2016
Q4 		$3.63M Buy
+72,765
New +$3.42M 0.09% 95

Other funds holding DXJ

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Migdal Insurance & Financial Holdings's DXJ Position: Q1 2025 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 3,450 shares — an estimated $381K sold.

Migdal Insurance & Financial Holdings first reported a position in DXJ in Q4 2016 and held it in 21 quarters. The position peaked at $8.01M in Q4 2017. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Migdal Insurance & Financial Holdings reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,450 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $381K.
  • Migdal Insurance & Financial Holdings first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and held it in 21 quarters.
  • Migdal Insurance & Financial Holdings's WisdomTree Japan Hedged Equity Fund position peaked at $8.01M in Q4 2017.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.