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Coldstream Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Coldstream Capital 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 		– Sell
-146
Closed -$16.1K – 1735
2025
Q1 		$16.1K Buy
+146
New +$16.1K ﹤0.01% 2196

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

Coldstream Capital Management's DXJ Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 146 shares — an estimated $16.1K sold.

Coldstream Capital Management first reported a position in DXJ in Q1 2025 and held it in 1 quarter. The position peaked at $16.1K in Q1 2025. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • Coldstream Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 146 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $16.1K.
  • Coldstream Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $16.1K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.