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

EverSource 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
2026 Q1	$2.23K	Hold	14	–	–	﹤0.01%	3607
2025 Q4	$2.02K	Buy	+14	New	+$1.92K	﹤0.01%	3495
2025 Q1	–	Sell	-49	Closed	-$5.35K	–	4070
2024 Q4	$5.35K	Buy	49 +2	+4%	+$219	﹤0.01%	2313
2024 Q3	$5.01K	Sell	47 -91	-66%	-$9.67K	﹤0.01%	2220
2024 Q2	$15.2K	Buy	138 +91	+194%	+$9.88K	﹤0.01%	1642
2024 Q1	$5.1K	Hold	47	–	–	﹤0.01%	2045
2023 Q4	$4.13K	Hold	47	–	–	﹤0.01%	1932
2023 Q3	$4.15K	Hold	47	–	–	﹤0.01%	1774
2023 Q2	$3.91K	Hold	47	–	–	﹤0.01%	1827
2023 Q1	$3.32K	Buy	+47	New	+$3.22K	﹤0.01%	1776

Other funds holding DXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Schroder Investment Management Group

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return