Greenwich Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Greenwich Wealth 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	$1.26M	Sell	7,925 -192	-2%	-$30.3K	0.05%	139
2025 Q4	$1.17M	Buy	8,117 +16	+0.2%	+$2.19K	0.05%	143
2025 Q3	$1.04M	Buy	8,101 +4,325	+115%	+$531K	0.05%	144
2025 Q2	$432K	Sell	3,776 -2,636	-41%	-$288K	0.02%	190
2025 Q1	$706K	Buy	6,412 +1,025	+19%	+$113K	0.05%	142
2024 Q4	$594K	Buy	5,387 +96	+2%	+$10.5K	0.04%	153
2024 Q3	$561K	Sell	5,291 -270	-5%	-$28.7K	0.04%	161
2024 Q2	$627K	Buy	5,561 +508	+10%	+$55.2K	0.05%	140
2024 Q1	$548K	Sell	5,053 -2,531	-33%	-$252K	0.04%	155
2023 Q4	$667K	Buy	7,584 +2,531	+50%	+$224K	0.07%	139
2023 Q3	$446K	Sell	5,053 -641	-11%	-$54.7K	0.05%	153
2023 Q2	$474K	Buy	+5,694	New	+$433K	0.05%	156
2019 Q3	–	Sell	-15,296	Closed	-$745K	–	188
2019 Q2	$745K	Buy	+15,296	New	+$763K	0.13%	105
2015 Q4	–	Sell	-18,186	Closed	-$885K	–	163
2015 Q3	$885K	Buy	18,186 +8,051	+79%	+$435K	0.21%	99
2015 Q2	$580K	Buy	+10,135	New	+$588K	0.07%	123
2015 Q1	–	Sell	-14,618	Closed	-$720K	–	176
2014 Q4	$720K	Buy	+14,618	New	+$763K	0.05%	119

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 $49B AUM 17.78% 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

Greenwich Wealth Management's DXJ Position: Q1 2026 in Review

Greenwich Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.4% in Q1 2026, selling an estimated $30.3K and leaving 7,925 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #139.

Greenwich Wealth Management first reported a position in DXJ in Q4 2014 and has held it in 16 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Greenwich Wealth Management held 7,925 shares of WisdomTree Japan Hedged Equity Fund worth $1.26M as of Q1 2026.
Greenwich Wealth Management sold 192 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $30.3K.
WisdomTree Japan Hedged Equity Fund made up 0.05% of Greenwich Wealth Management's portfolio in Q1 2026, its #139 holding.
Greenwich Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and has held it in 16 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.