AWM
DXJ icon

Avior Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Avior Wealth Management’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
-23
Closed -$2.54K – 1177
2024
Q4 		$2.54K Buy
+23
New +$2.52K ﹤0.01% 2075
2023
Q4 		– Sell
-97
Closed -$8.56K – 1566
2023
Q3 		$8.56K Hold
97
– – ﹤0.01% 1067
2023
Q2 		$8.07K Hold
97
– – ﹤0.01% 1060
2023
Q1 		$6.86K Hold
97
– – ﹤0.01% 1122
2022
Q4 		$6.24K Hold
97
– – ﹤0.01% 923
2022
Q3 		$5K Buy
+97
New +$6.24K ﹤0.01% 931
2016
Q3 		– Sell
-378
Closed -$15.7K – 466
2016
Q2 		$15K Hold
378
– – 0.01% 312
2016
Q1 		$17K Buy
378
+351
+1,300% +$15.5K 0.01% 298
2015
Q4 		$1K Buy
+27
New +$1.44K ﹤0.01% 428

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LMGAM
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return