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

Glass Jacobson 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 Q2	–	Sell	-173	Closed	-$19.1K	–	634
2025 Q1	$19.1K	Hold	173	–	–	0.01%	515
2024 Q4	$19.1K	Buy	173 +5	+3%	+$547	0.01%	515
2024 Q3	$17.9K	Hold	168	–	–	0.01%	508
2024 Q2	$19K	Buy	168 +1	+0.6%	+$109	0.01%	491
2024 Q1	$18.2K	Buy	+167	New	+$16.6K	0.01%	489

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

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

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

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

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

Glass Jacobson Investment Advisors's DXJ Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 173 shares — an estimated $19.1K sold.

Glass Jacobson Investment Advisors first reported a position in DXJ in Q1 2024 and held it in 5 quarters. The position peaked at $19.1K in Q1 2025. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 173 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $19.1K.
Glass Jacobson Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 5 quarters.
Glass Jacobson Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $19.1K in Q1 2025.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.