Briaud Financial Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Briaud Financial Planning’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	-244	Closed	-$27K	–	104
2025 Q2	$27K	Hold	244	–	–	0.01%	141
2025 Q1	$26K	Hold	244	–	–	0.01%	113
2024 Q4	$26K	Buy	+244	New	+$26.7K	0.01%	109

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Briaud Financial Planning's DXJ Position: Q3 2025 in Review

Briaud Financial Planning sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 244 shares — an estimated $27K sold.

Briaud Financial Planning first reported a position in DXJ in Q4 2024 and held it in 3 quarters. The position peaked at $27K in Q2 2025. 310 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Briaud Financial Planning reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 244 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $27K.
Briaud Financial Planning first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 3 quarters.
Briaud Financial Planning's WisdomTree Japan Hedged Equity Fund position peaked at $27K in Q2 2025.
310 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.