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	-69	Closed	-$2.54K	–	1177
2024 Q4	$2.54K	Buy	+69	New	+$2.52K	﹤0.01%	2075
2023 Q4	–	Sell	-291	Closed	-$8.56K	–	1566
2023 Q3	$8.56K	Hold	291	–	–	﹤0.01%	1067
2023 Q2	$8.07K	Hold	291	–	–	﹤0.01%	1060
2023 Q1	$6.86K	Hold	291	–	–	﹤0.01%	1122
2022 Q4	$6.24K	Hold	291	–	–	﹤0.01%	923
2022 Q3	$5K	Buy	+291	New	+$6.24K	﹤0.01%	931
2016 Q3	–	Sell	-1,134	Closed	-$15.7K	–	466
2016 Q2	$15K	Hold	1,134	–	–	0.01%	312
2016 Q1	$17K	Buy	1,134 +1,053	+1,300%	+$15.5K	0.01%	298
2015 Q4	$1K	Buy	+81	New	+$1.44K	﹤0.01%	428

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Avior Wealth Management's DXJ Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 69 shares — an estimated $2.54K sold.

Avior Wealth Management first reported a position in DXJ in Q4 2015 and held it in 9 quarters. The position peaked at $17K in Q1 2016. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Avior Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 69 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $2.54K.
Avior Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and held it in 9 quarters.
Avior Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $17K in Q1 2016.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.