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Atria Wealth Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Atria Wealth Solutions’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 		$545K Sell
4,737
-12,868
-73% -$1.41M 0.01% 878
2025
Q1 		$1.94M Sell
17,605
-1,836
-9% -$202K 0.02% 645
2024
Q4 		$2.14M Sell
19,441
-6,035
-24% -$661K 0.02% 617
2024
Q3 		$2.7M Sell
25,476
-1,206
-5% -$128K 0.03% 526
2024
Q2 		$3.01M Buy
26,682
+3,355
+14% +$364K 0.03% 488
2024
Q1 		$2.53M Buy
23,327
+20,983
+895% +$2.09M 0.03% 564
2023
Q4 		$206K Sell
2,344
-8,067
-77% -$713K ﹤0.01% 1758
2023
Q3 		$919K Buy
+10,411
New +$888K 0.01% 857

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LMGAM
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Charles Schwab
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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