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AssuredPartners Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

AssuredPartners Investment 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
2025
Q2 		– Sell
-3,796
Closed -$418K – 271
2025
Q1 		$418K Sell
3,796
-355
-9% -$39K 0.08% 224
2024
Q4 		$458K Buy
+4,151
New +$454K 0.09% 208

Other funds holding DXJ

Morgan Stanley
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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

AssuredPartners Investment Advisors's DXJ Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 3,796 shares — an estimated $418K sold.

AssuredPartners Investment Advisors first reported a position in DXJ in Q4 2024 and held it in 2 quarters. The position peaked at $458K in Q4 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 3,796 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $418K.
  • AssuredPartners Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $458K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.