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

AllSquare 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 Q3	$1.41K	Sell	11 -13	-54%	-$1.59K	﹤0.01%	475
2025 Q2	$2.74K	Hold	24	–	–	﹤0.01%	459
2025 Q1	$2.64K	Hold	24	–	–	﹤0.01%	461
2024 Q4	$2.65K	Hold	24	–	–	﹤0.01%	458
2024 Q3	$2.54K	Hold	24	–	–	﹤0.01%	462
2024 Q2	$2.71K	Hold	24	–	–	﹤0.01%	453
2024 Q1	$2.6K	Hold	24	–	–	﹤0.01%	455
2023 Q4	$2.11K	Hold	24	–	–	﹤0.01%	463
2023 Q3	$2.12K	Hold	24	–	–	﹤0.01%	464
2023 Q2	$1.84K	Hold	24	–	–	﹤0.01%	482
2023 Q1	$1.7K	Hold	24	–	–	﹤0.01%	480
2022 Q4	$1.54K	Hold	24	–	–	﹤0.01%	467
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	472
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	476
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	464
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	464
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	451
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	483
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	479
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	444
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	449
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	448
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	426
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	431
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	433
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	442
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	444
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	438
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	457
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	465
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	379
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	371
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	349
2017 Q2	$1K	Hold	24	–	–	﹤0.01%	168
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	349
2016 Q4	$1K	Buy	+24	New	+$1.13K	﹤0.01%	323

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

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

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

AllSquare Wealth Management's DXJ Position: Q3 2025 in Review

AllSquare Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 54% in Q3 2025, selling an estimated $1.59K and leaving 11 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

AllSquare Wealth Management first reported a position in DXJ in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.74K in Q2 2025. 310 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

AllSquare Wealth Management held 11 shares of WisdomTree Japan Hedged Equity Fund worth $1.41K as of Q3 2025.
AllSquare Wealth Management sold 13 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $1.59K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #475 holding.
AllSquare Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 36 quarters since.
AllSquare Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.74K in Q2 2025.
310 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.