Avantax Advisory Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Avantax Advisory Services’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	$881K	Sell	23,136 -2,919	-11%	-$106K	﹤0.01%	1243
2025 Q1	$957K	Buy	26,055 +2,421	+10%	+$88.8K	0.01%	1113
2024 Q4	$869K	Sell	23,634 -2,154	-8%	-$78.6K	0.01%	1105
2024 Q3	$911K	Sell	25,788 -3,537	-12%	-$125K	0.01%	1083
2024 Q2	$1.1M	Sell	29,325 -981	-3%	-$35.5K	0.01%	926
2024 Q1	$1.1M	Buy	30,306 +333	+1%	+$11.1K	0.01%	712
2023 Q4	$879K	Sell	29,973 -255	-0.8%	-$7.51K	0.01%	758
2023 Q3	$889K	Buy	30,228 +30	+0.1%	+$853	0.01%	733
2023 Q2	$838K	Buy	+30,198	New	+$765K	0.01%	745
2020 Q4	–	Sell	-114,993	Closed	-$1.88M	–	1038
2020 Q3	$1.88M	Buy	114,993 +99,534	+644%	+$1.59M	0.03%	374
2020 Q2	$243K	Buy	15,459 +90	+0.6%	+$1.36K	0.01%	715
2020 Q1	$217K	Hold	15,369	–	–	0.01%	693
2019 Q4	$275K	Buy	15,369 +3,471	+29%	+$61.8K	0.01%	655
2019 Q3	$200K	Buy	+11,898	New	+$192K	0.01%	541

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

Avantax Advisory Services's DXJ Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 11% in Q2 2025, selling an estimated $106K and leaving 23,136 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Avantax Advisory Services first reported a position in DXJ in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.88M in Q3 2020. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Avantax Advisory Services held 23,136 shares of WisdomTree Japan Hedged Equity Fund worth $881K as of Q2 2025.
Avantax Advisory Services sold 2,919 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $106K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1243 holding.
Avantax Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and has held it in 14 quarters since.
Avantax Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $1.88M in Q3 2020.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.