CIBC Private Wealth Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

CIBC Private Wealth Group’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 Q4	$62.6K	Buy	434 +28	+7%	+$3.84K	﹤0.01%	1696
2025 Q3	$52K	Hold	406	–	–	﹤0.01%	1778
2025 Q2	$46.4K	Hold	406	–	–	﹤0.01%	1696
2025 Q1	$38.9K	Hold	406	–	–	﹤0.01%	1725
2024 Q4	$44.9K	Hold	406	–	–	﹤0.01%	1715
2024 Q3	$43K	Hold	406	–	–	﹤0.01%	1827
2024 Q2	$46.6K	Hold	406	–	–	﹤0.01%	1707
2024 Q1	$43.4K	Buy	+406	New	+$40.5K	﹤0.01%	1732
2018 Q3	–	Sell	-82	Closed	-$4K	–	1154
2018 Q2	$4K	Sell	82 -5,240	-98%	-$296K	﹤0.01%	1758
2018 Q1	$298K	Buy	5,322 +1,225	+30%	+$71.3K	﹤0.01%	863
2017 Q4	$243K	Buy	+4,097	New	+$236K	﹤0.01%	905
2016 Q1	–	Sell	-14,382	Closed	-$720K	–	583
2015 Q4	$720K	Buy	14,382 +502	+4%	+$26.7K	0.01%	478
2015 Q3	$675K	Sell	13,880 -912	-6%	-$49.3K	0.01%	490
2015 Q2	$846K	Buy	14,792 +3,282	+29%	+$190K	0.01%	490
2015 Q1	$634K	Sell	11,510 -12,028	-51%	-$626K	﹤0.01%	519
2014 Q4	$1.16M	Buy	23,538 +11,496	+95%	+$600K	0.01%	452
2014 Q3	$630K	Buy	+12,042	New	+$607K	0.01%	505

Other funds holding DXJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC Private Wealth Group's DXJ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.9% in Q4 2025, buying an estimated $3.84K and bringing the position to 434 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

CIBC Private Wealth Group first reported a position in DXJ in Q3 2014 and has held it in 17 quarters since. The position peaked at $1.16M in Q4 2014. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

CIBC Private Wealth Group held 434 shares of WisdomTree Japan Hedged Equity Fund worth $62.6K as of Q4 2025.
CIBC Private Wealth Group bought 28 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $3.84K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1696 holding.
CIBC Private Wealth Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and has held it in 17 quarters since.
CIBC Private Wealth Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.16M in Q4 2014.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.