Evelyn Partners Investment Management (Europe)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Evelyn Partners Investment Management (Europe)’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
2026 Q1	$1.82M	Sell	11,478 -235	-2%	-$37.1K	0.63%	35
2025 Q4	$1.69M	Sell	11,713 -609	-5%	-$83.5K	0.55%	39
2025 Q3	$1.58M	Hold	12,322	–	–	0.55%	34
2025 Q2	$1.41M	Sell	12,322 -250	-2%	-$27.3K	0.51%	38
2025 Q1	$1.39M	Buy	12,572 +22	+0.2%	+$2.42K	0.52%	40
2024 Q4	$1.38M	Buy	+12,550	New	+$1.37M	0.5%	38

Other funds holding DXJ

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s DXJ Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2% in Q1 2026, selling an estimated $37.1K and leaving 11,478 shares worth $1.82M. The position accounts for 0.63% of the portfolio, ranked #35.

Evelyn Partners Investment Management (Europe) first reported a position in DXJ in Q4 2024 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 11,478 shares of WisdomTree Japan Hedged Equity Fund worth $1.82M as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 235 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $37.1K.
WisdomTree Japan Hedged Equity Fund made up 0.63% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #35 holding.
Evelyn Partners Investment Management (Europe) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 6 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.