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Drive Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Drive Wealth Management’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
Q1 		– Sell
-1,994
Closed -$220K – 339
2024
Q4 		$220K Buy
+1,994
New +$218K 0.05% 285

Other funds holding DXJ

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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Drive Wealth Management's DXJ Position: Q1 2025 in Review

Drive Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 1,994 shares — an estimated $220K sold.

Drive Wealth Management first reported a position in DXJ in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Drive Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 1,994 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $220K.
  • Drive Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 1 quarter.
  • Drive Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $220K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.