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

EP Wealth 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 		$119K Hold
1,038
– – ﹤0.01% 1355
2025
Q1 		$114K Buy
+1,038
New +$114K ﹤0.01% 1228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

EP Wealth Advisors's DXJ Position: Q2 2025 in Review

EP Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2025 at 1,038 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

EP Wealth Advisors first reported a position in DXJ in Q1 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • EP Wealth Advisors held 1,038 shares of WisdomTree Japan Hedged Equity Fund worth $119K as of Q2 2025.
  • EP Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2025.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1355 holding.
  • EP Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.