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

Eldridge 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
2025 Q1	–	Sell	-9,440	Closed	-$1.04M	–	157
2024 Q4	$1.04M	Buy	+9,440	New	+$1.03M	0.24%	78
2023 Q4	–	Sell	-11,000	Closed	-$971K	–	144
2023 Q3	$971K	Buy	11,000 +5,700	+108%	+$486K	0.32%	64
2023 Q2	$441K	Buy	+5,300	New	+$403K	0.14%	88

Other funds holding DXJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Eldridge Investment Advisors's DXJ Position: Q1 2025 in Review

Eldridge Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 9,440 shares — an estimated $1.04M sold.

Eldridge Investment Advisors first reported a position in DXJ in Q2 2023 and held it in 3 quarters. The position peaked at $1.04M in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Eldridge Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 9,440 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $1.04M.
Eldridge Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 3 quarters.
Eldridge Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.04M in Q4 2024.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Eldridge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.