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

Evelyn Partners Investment 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
2026 Q1	$423K	Hold	2,667	–	–	0.01%	165
2025 Q4	$384K	Buy	2,667 +1,150	+76%	+$158K	0.01%	174
2025 Q3	$194K	Hold	1,517	–	–	0.01%	203
2025 Q2	$173K	Hold	1,517	–	–	0.01%	206
2025 Q1	$167K	Sell	1,517 -175	-10%	-$19.2K	0.01%	204
2024 Q4	$187K	Buy	+1,692	New	+$185K	0.01%	198

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 $377B AUM 19.32% 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's DXJ Position: Q1 2026 in Review

Evelyn Partners Investment Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 2,667 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #165.

Evelyn Partners Investment Management 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 held 2,667 shares of WisdomTree Japan Hedged Equity Fund worth $423K as of Q1 2026.
Evelyn Partners Investment Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #165 holding.
Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.