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

RiverFront Investment 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 Q4	–	Sell	-144,900	Closed	-$18.6M	–	351
2025 Q3	$18.6M	Buy	144,900 +2,122	+1%	+$260K	0.33%	57
2025 Q2	$16.3M	Buy	+142,778	New	+$15.6M	0.32%	59
2023 Q3	–	Sell	-308,018	Closed	-$25.6M	–	115
2023 Q2	$25.6M	Buy	+308,018	New	+$23.4M	0.84%	31
2016 Q1	–	Sell	-634,882	Closed	-$31.8M	–	58
2015 Q4	$31.8M	Sell	634,882 -1,916,366	-75%	-$102M	0.92%	31
2015 Q3	$124M	Buy	2,551,248 +60,432	+2%	+$3.27M	3.59%	7
2015 Q2	$142M	Sell	2,490,816 -1,081,956	-30%	-$62.7M	3.9%	8
2015 Q1	$197M	Buy	3,572,772 +54,721	+2%	+$2.85M	5.53%	8
2014 Q4	$173M	Buy	3,518,051 +872,789	+33%	+$45.6M	5.26%	5
2014 Q3	$138M	Buy	2,645,262 +51,086	+2%	+$2.57M	3.42%	8
2014 Q2	$128M	Buy	2,594,176 +46,198	+2%	+$2.19M	3.17%	9
2014 Q1	$121M	Buy	2,547,978 +1,044,544	+69%	+$49.7M	3.2%	10
2013 Q4	$76.4M	Buy	1,503,434 +694,942	+86%	+$33.8M	2.22%	14
2013 Q3	$38.8M	Sell	808,492 -3,122,286	-79%	-$146M	1.19%	21
2013 Q2	$179M	Buy	+3,930,778	New	+$184M	6.05%	3

Other funds holding DXJ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RiverFront Investment Group's DXJ Position: Q4 2025 in Review

RiverFront Investment Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 144,900 shares — an estimated $18.6M sold.

RiverFront Investment Group first reported a position in DXJ in Q2 2013 and held it in 14 quarters. The position peaked at $197M in Q1 2015. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

RiverFront Investment Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
RiverFront Investment Group sold 144,900 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $18.6M.
RiverFront Investment Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 14 quarters.
RiverFront Investment Group's WisdomTree Japan Hedged Equity Fund position peaked at $197M in Q1 2015.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on RiverFront Investment Group's 13F filing for Q4 2025, filed 5 Feb 2026.