Concurrent Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Concurrent Investment Advisors’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
2026 Q1	$458K	Buy	2,887 +1,195	+71%	+$189K	0.01%	1256
2025 Q4	$244K	Sell	1,692 -17,207	-91%	-$2.36M	﹤0.01%	1517
2025 Q3	$2.42M	Sell	18,899 -3,354	-15%	-$412K	0.04%	416
2025 Q2	$2.54M	Buy	22,253 +9,751	+78%	+$1.07M	0.05%	370
2025 Q1	$1.38M	Buy	12,502 +10,628	+567%	+$1.17M	0.03%	455
2024 Q4	$207K	Sell	1,874 -9,362	-83%	-$1.03M	0.01%	980
2024 Q3	$1.19M	Buy	11,236 +481	+4%	+$51.1K	0.04%	424
2024 Q2	$1.21M	Sell	10,755 -4,676	-30%	-$508K	0.04%	387
2024 Q1	$1.67M	Buy	15,431 +7,279	+89%	+$726K	0.07%	274
2023 Q4	$717K	Buy	+8,152	New	+$721K	0.03%	403

Other funds holding DXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return