Able Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Able Wealth Management’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 Q2	–	Sell	-4,082	Closed	-$450K	–	112
2025 Q1	$450K	Sell	4,082 -1,599	-28%	-$176K	0.27%	63
2024 Q4	$627K	Sell	5,681 -1,905	-25%	-$209K	0.41%	54
2024 Q3	$804K	Sell	7,586 -2,512	-25%	-$267K	0.61%	40
2024 Q2	$1.14M	Buy	10,098 +2,320	+30%	+$252K	0.94%	26
2024 Q1	$844K	Buy	7,778 +2,460	+46%	+$245K	0.74%	30
2023 Q4	$468K	Buy	+5,318	New	+$470K	0.42%	43

Other funds holding DXJ

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Able Wealth Management's DXJ Position: Q2 2025 in Review

Able Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 4,082 shares — an estimated $450K sold.

Able Wealth Management first reported a position in DXJ in Q4 2023 and held it in 6 quarters. The position peaked at $1.14M in Q2 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Able Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Able Wealth Management sold 4,082 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $450K.
Able Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 6 quarters.
Able Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $1.14M in Q2 2024.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Able Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.