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

Centricity 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
Q2 		$11.4K Hold
100
– – 0.01% 311
2025
Q1 		$11K Hold
100
– – 0.01% 313
2024
Q4 		$11K Buy
+100
New +$10.9K 0.01% 313

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
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
PC
Permanens Capital New York $972M AUM 27.73% 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

Centricity Wealth Management's DXJ Position: Q2 2025 in Review

Centricity Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2025 at 100 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #311.

Centricity Wealth Management first reported a position in DXJ in Q4 2024 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • Centricity Wealth Management held 100 shares of WisdomTree Japan Hedged Equity Fund worth $11.4K as of Q2 2025.
  • Centricity Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2025.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #311 holding.
  • Centricity Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.