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
-10,350
Closed -$381K – 431
2024
Q4 		$381K Hold
10,350
– – 0.01% 183
2024
Q3 		$366K Sell
10,350
-10,350
-50% -$366K 0.01% 186
2024
Q2 		$778K Hold
20,700
– – 0.01% 167
2024
Q1 		$749K Hold
20,700
– – 0.01% 157
2023
Q4 		$607K Buy
20,700
+3,900
+23% +$115K 0.01% 189
2023
Q3 		$503K Hold
16,800
– – 0.01% 187
2023
Q2 		$465K Buy
+16,800
New +$426K 0.01% 181
2020
Q3 		– Sell
-51
Closed -$1K – 696
2020
Q2 		$1K Hold
51
– – ﹤0.01% 668
2020
Q1 		$1K Buy
+51
New +$835 ﹤0.01% 657
2019
Q4 		– Sell
-25,770
Closed -$432K – 749
2019
Q3 		$432K Sell
25,770
-98,925
-79% -$1.6M 0.01% 343
2019
Q2 		$2.02M Hold
124,695
– – 0.05% 139
2019
Q1 		$2.1M Hold
124,695
– – 0.05% 136
2018
Q4 		$1.93M Hold
124,695
– – 0.04% 133
2018
Q3 		$2.41M Hold
124,695
– – 0.05% 215
2018
Q2 		$2.24M Hold
124,695
– – 0.05% 195
2018
Q1 		$2.33M Sell
124,695
-280,515
-69% -$5.44M 0.06% 171
2017
Q4 		$8.01M Buy
405,210
+144,723
+56% +$2.78M 0.2% 88
2017
Q3 		$4.75M Sell
260,487
-119,673
-31% -$2.09M 0.11% 131
2017
Q2 		$6.58M Buy
380,160
+22,620
+6% +$386K 0.15% 97
2017
Q1 		$6.05M Buy
357,540
+139,245
+64% +$2.37M 0.14% 99
2016
Q4 		$3.63M Buy
+218,295
New +$3.42M 0.09% 95

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 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 10,350 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 10,350 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.