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

UBS 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
2023 Q4	–	Sell	-929,700	Closed	-$27.3M	–	9429
2023 Q3	$27.3M	Buy	929,700 +479,700	+107%	+$13.6M	0.01%	1250
2023 Q2	$12.5M	Buy	+450,000	New	+$11.4M	﹤0.01%	1809
2017 Q4	–	Sell	-2,250,000	Closed	-$41M	–	7891
2017 Q3	$41M	Buy	+2,250,000	New	+$39.4M	0.02%	698
2017 Q1	–	Sell	-1,671,000	Closed	-$27.6M	–	7709
2016 Q4	$27.6M	Sell	1,671,000 -2,250,000	-57%	-$35.2M	0.02%	832
2016 Q3	$56.1M	Buy	3,921,000 +852,900	+28%	+$11.8M	0.03%	482
2016 Q2	$39.7M	Buy	3,068,100 +797,100	+35%	+$11.2M	0.02%	592
2016 Q1	$33.1M	Sell	2,271,000 -4,013,400	-64%	-$59M	0.02%	624
2015 Q4	$105M	Buy	6,284,400 +1,314,900	+26%	+$23.3M	0.07%	283
2015 Q3	$80.6M	Buy	4,969,500 +3,888,900	+360%	+$70.1M	0.06%	335
2015 Q2	$20.6M	Sell	1,080,600 -1,029,300	-49%	-$19.9M	0.01%	966
2015 Q1	$38.8M	Buy	2,109,900 +1,350,600	+178%	+$23.4M	0.03%	610
2014 Q4	$12.5M	Buy	+759,300	New	+$13.2M	0.01%	1338

Other funds holding DXJ

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group's DXJ Position: Q2 2026 in Review

UBS Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 7.1% in Q2 2026, buying an estimated $4.16M and bringing the position to 1,119,492 shares worth $64.8M. The position accounts for 0.01% of the portfolio, ranked #1499.

UBS Group first reported a position in DXJ in Q4 2014 and has held it in 47 quarters since. The position peaked at $323M in Q3 2015. 423 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

UBS Group held 1,119,492 shares of WisdomTree Japan Hedged Equity Fund worth $64.8M as of Q2 2026.
UBS Group bought 74,325 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $4.16M.
WisdomTree Japan Hedged Equity Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1499 holding.
UBS Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and has held it in 47 quarters since.
UBS Group's WisdomTree Japan Hedged Equity Fund position peaked at $323M in Q3 2015.
423 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.