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

CSM 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
2025 Q2	–	Sell	-25,554	Closed	-$2.82M	–	379
2025 Q1	$2.82M	Sell	25,554 -131	-0.5%	-$14.4K	0.15%	85
2024 Q4	$2.83M	Buy	25,685 +1,104	+4%	+$121K	0.13%	86
2024 Q3	$2.6M	Buy	24,581 +760	+3%	+$80.7K	0.17%	90
2024 Q2	$2.69M	Buy	23,821 +4,180	+21%	+$454K	0.19%	83
2024 Q1	$2.13M	Buy	19,641 +39	+0.2%	+$3.89K	0.14%	95
2023 Q4	$1.72M	Hold	19,602	–	–	0.12%	98
2023 Q3	$1.73M	Hold	19,602	–	–	0.15%	89
2023 Q2	$1.63M	Buy	19,602 +233	+1%	+$17.7K	0.12%	93
2023 Q1	$1.37M	Buy	19,369 +381	+2%	+$26.1K	0.12%	90
2022 Q4	$1.22M	Buy	18,988 +654	+4%	+$43.1K	0.12%	93
2022 Q3	$1.13M	Buy	+18,334	New	+$1.18M	0.12%	89

Other funds holding DXJ

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

CSM Advisors's DXJ Position: Q2 2025 in Review

CSM Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 25,554 shares — an estimated $2.82M sold.

CSM Advisors first reported a position in DXJ in Q3 2022 and held it in 11 quarters. The position peaked at $2.83M in Q4 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

CSM Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
CSM Advisors sold 25,554 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $2.82M.
CSM Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and held it in 11 quarters.
CSM Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.83M in Q4 2024.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on CSM Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.