Defined Financial Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Defined Financial Planning’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	-23,812	Closed	-$2.73M	–	67
2025 Q2	$2.73M	Buy	23,812 +2,744	+13%	+$300K	2.42%	15
2025 Q1	$2.3M	Buy	21,068 +2,835	+16%	+$312K	2.33%	13
2024 Q4	$2.01M	Buy	+18,233	New	+$2M	2.15%	17

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Defined Financial Planning's DXJ Position: Q3 2025 in Review

Defined Financial Planning sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 23,812 shares — an estimated $2.73M sold.

Defined Financial Planning first reported a position in DXJ in Q4 2024 and held it in 3 quarters. The position peaked at $2.73M in Q2 2025. 311 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Defined Financial Planning reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Defined Financial Planning sold 23,812 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $2.73M.
Defined Financial Planning first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 3 quarters.
Defined Financial Planning's WisdomTree Japan Hedged Equity Fund position peaked at $2.73M in Q2 2025.
311 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.