Bartlett & Co Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bartlett & Co 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 Q3	–	Sell	-158	Closed	-$18.1K	–	1228
2025 Q2	$18.1K	Buy	158 +156	+7,800%	+$17K	﹤0.01%	832
2025 Q1	$220	Buy	+2	New	+$220	﹤0.01%	1163
2024 Q4	–	Sell	-50	Closed	-$5.3K	–	1132
2024 Q3	$5.3K	Hold	50	–	–	﹤0.01%	971
2024 Q2	$5.64K	Buy	+50	New	+$5.43K	﹤0.01%	974

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Bartlett & Co Wealth Management's DXJ Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 158 shares — an estimated $18.1K sold.

Bartlett & Co Wealth Management first reported a position in DXJ in Q2 2024 and held it in 4 quarters. The position peaked at $18.1K in Q2 2025. 311 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 158 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $18.1K.
Bartlett & Co Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2024 and held it in 4 quarters.
Bartlett & Co Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $18.1K in Q2 2025.
311 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.