Corient Private Wealth
DXJ icon

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

Corient Private Wealth’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 		$3.86M Sell
24,366
-61,816
-72% -$9.76M 0.01% 948
2025
Q4 		$7.03M Buy
86,182
+62,065
+257% +$8.51M ﹤0.01% 907
2025
Q3 		$3.09M Buy
24,117
+4,676
+24% +$574K ﹤0.01% 888
2025
Q2 		$2.22M Buy
19,441
+647
+3% +$70.7K ﹤0.01% 996
2025
Q1 		$2.07M Buy
18,794
+1,145
+6% +$126K ﹤0.01% 970
2024
Q4 		$1.95M Sell
17,649
-772
-4% -$84.5K ﹤0.01% 1017
2024
Q3 		$1.95M Buy
18,421
+1,026
+6% +$109K ﹤0.01% 1109
2024
Q2 		$1.96M Buy
17,395
+492
+3% +$53.4K ﹤0.01% 1027
2024
Q1 		$1.83M Sell
16,903
-59
-0.3% -$5.88K ﹤0.01% 1059
2023
Q4 		$1.49M Sell
16,962
-353
-2% -$31.2K ﹤0.01% 1133
2023
Q3 		$1.53M Buy
+17,315
New +$1.48M ﹤0.01% 1023

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return