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	7,712 -973	-11%	-$106K	﹤0.01%	1243
2025 Q1	$957K	Buy	8,685 +807	+10%	+$88.8K	0.01%	1113
2024 Q4	$869K	Sell	7,878 -718	-8%	-$78.6K	0.01%	1105
2024 Q3	$911K	Sell	8,596 -1,179	-12%	-$125K	0.01%	1083
2024 Q2	$1.1M	Sell	9,775 -327	-3%	-$35.5K	0.01%	926
2024 Q1	$1.1M	Buy	10,102 +111	+1%	+$11.1K	0.01%	712
2023 Q4	$879K	Sell	9,991 -85	-0.8%	-$7.51K	0.01%	758
2023 Q3	$889K	Buy	10,076 +10	+0.1%	+$853	0.01%	733
2023 Q2	$838K	Buy	+10,066	New	+$765K	0.01%	745
2020 Q4	–	Sell	-38,331	Closed	-$1.88M	–	1038
2020 Q3	$1.88M	Buy	38,331 +33,178	+644%	+$1.59M	0.03%	374
2020 Q2	$243K	Buy	5,153 +30	+0.6%	+$1.36K	0.01%	715
2020 Q1	$217K	Hold	5,123	–	–	0.01%	693
2019 Q4	$275K	Buy	5,123 +1,157	+29%	+$61.8K	0.01%	655
2019 Q3	$200K	Buy	+3,966	New	+$192K	0.01%	541

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

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

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

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

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

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 7,712 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 7,712 shares of WisdomTree Japan Hedged Equity Fund worth $881K as of Q2 2025.
Avantax Advisory Services sold 973 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.