Concord Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Concord Wealth Partners’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	-15	Closed	-$1.71K	–	846
2025 Q2	$1.71K	Hold	15	–	–	﹤0.01%	734
2025 Q1	$1.65K	Sell	15 -317	-95%	-$34.9K	﹤0.01%	695
2024 Q4	$36.6K	Sell	332 -281	-46%	-$30.8K	0.01%	380
2024 Q3	$65K	Sell	613 -11,322	-95%	-$1.2M	0.01%	303
2024 Q2	$1.35M	Buy	11,935 +189	+2%	+$20.5K	0.24%	82
2024 Q1	$1.27M	Buy	11,746 +114	+1%	+$11.4K	0.23%	84
2023 Q4	$1.02M	Buy	11,632 +803	+7%	+$71K	0.2%	92
2023 Q3	$956K	Buy	+10,829	New	+$923K	0.2%	81

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

Concord Wealth Partners's DXJ Position: Q3 2025 in Review

Concord Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 15 shares — an estimated $1.71K sold.

Concord Wealth Partners first reported a position in DXJ in Q3 2023 and held it in 8 quarters. The position peaked at $1.35M in Q2 2024. 310 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Concord Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 15 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $1.71K.
Concord Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 8 quarters.
Concord Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $1.35M in Q2 2024.
310 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.