Avalon Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Avalon Trust’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 Q1	–	Sell	-156	Closed	-$17.2K	–	449
2024 Q4	$17.2K	Buy	+156	New	+$17.1K	﹤0.01%	295

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Avalon Trust's DXJ Position: Q1 2025 in Review

Avalon Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 156 shares — an estimated $17.2K sold.

Avalon Trust first reported a position in DXJ in Q4 2024 and held it in 1 quarter. The position peaked at $17.2K in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Avalon Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 156 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $17.2K.
Avalon Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 1 quarter.
Avalon Trust's WisdomTree Japan Hedged Equity Fund position peaked at $17.2K in Q4 2024.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.