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

Other funds holding DXJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Atria Wealth Solutions's DXJ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 73% in Q2 2025, selling an estimated $1.41M and leaving 4,737 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #878.

Atria Wealth Solutions first reported a position in DXJ in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.01M in Q2 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Atria Wealth Solutions held 4,737 shares of WisdomTree Japan Hedged Equity Fund worth $545K as of Q2 2025.
Atria Wealth Solutions sold 12,868 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $1.41M.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #878 holding.
Atria Wealth Solutions first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's WisdomTree Japan Hedged Equity Fund position peaked at $3.01M in Q2 2024.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.