Aptus Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Aptus Capital Advisors’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
2026 Q1	$19.8K	Sell	125 -32	-20%	-$5.05K	﹤0.01%	1408
2025 Q4	$22.6K	Hold	157	–	–	﹤0.01%	1398
2025 Q3	$20.1K	Hold	157	–	–	﹤0.01%	1347
2025 Q2	$17.9K	Buy	157 +1	+0.6%	+$109	﹤0.01%	1302
2025 Q1	$17.2K	Sell	156 -8	-5%	-$880	﹤0.01%	1231
2024 Q4	$18.1K	Buy	164 +21	+15%	+$2.3K	﹤0.01%	1225
2024 Q3	$15.2K	Buy	143 +58	+68%	+$6.16K	﹤0.01%	1060
2024 Q2	$9.59K	Buy	85 +10	+13%	+$1.09K	﹤0.01%	1033
2024 Q1	$8.14K	Buy	+75	New	+$7.48K	﹤0.01%	1049

Other funds holding DXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return