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BOK Financial Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

BOK Financial Private Wealth’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
-126
Closed -$4.8K – 403
2025
Q2 		$4.8K Buy
+126
New +$4.59K ﹤0.01% 393

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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

BOK Financial Private Wealth's DXJ Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 126 shares — an estimated $4.8K sold.

BOK Financial Private Wealth first reported a position in DXJ in Q2 2025 and held it in 1 quarter. The position peaked at $4.8K in Q2 2025. 311 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 126 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $4.8K.
  • BOK Financial Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $4.8K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.