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	-309,900	Closed	-$27.3M	–	9429
2023 Q3	$27.3M	Buy	309,900 +159,900	+107%	+$13.6M	0.01%	1250
2023 Q2	$12.5M	Buy	+150,000	New	+$11.4M	﹤0.01%	1809
2017 Q4	–	Sell	-750,000	Closed	-$41M	–	7891
2017 Q3	$41M	Buy	+750,000	New	+$39.4M	0.02%	698
2017 Q1	–	Sell	-557,000	Closed	-$27.6M	–	7709
2016 Q4	$27.6M	Sell	557,000 -750,000	-57%	-$35.2M	0.02%	832
2016 Q3	$56.1M	Buy	1,307,000 +284,300	+28%	+$11.8M	0.03%	482
2016 Q2	$39.7M	Buy	1,022,700 +265,700	+35%	+$11.2M	0.02%	592
2016 Q1	$33.1M	Sell	757,000 -1,337,800	-64%	-$59M	0.02%	624
2015 Q4	$105M	Buy	2,094,800 +438,300	+26%	+$23.3M	0.07%	283
2015 Q3	$80.6M	Buy	1,656,500 +1,296,300	+360%	+$70.1M	0.06%	335
2015 Q2	$20.6M	Sell	360,200 -343,100	-49%	-$19.9M	0.01%	966
2015 Q1	$38.8M	Buy	703,300 +450,200	+178%	+$23.4M	0.03%	610
2014 Q4	$12.5M	Buy	+253,100	New	+$13.2M	0.01%	1338

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

UBS Group's DXJ Position: Q1 2026 in Review

UBS Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 19% in Q1 2026, buying an estimated $8.76M and bringing the position to 348,389 shares worth $55.2M. The position accounts for 0.01% of the portfolio, ranked #1546.

UBS Group first reported a position in DXJ in Q4 2014 and has held it in 46 quarters since. The position peaked at $323M in Q3 2015. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

UBS Group held 348,389 shares of WisdomTree Japan Hedged Equity Fund worth $55.2M as of Q1 2026.
UBS Group bought 55,485 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $8.76M.
WisdomTree Japan Hedged Equity Fund made up 0.01% of UBS Group's portfolio in Q1 2026, its #1546 holding.
UBS Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and has held it in 46 quarters since.
UBS Group's WisdomTree Japan Hedged Equity Fund position peaked at $323M in Q3 2015.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.