Harbor Investment Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Harbor Investment Advisory’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 Q4	–	Sell	-93	Closed	-$3.97K	–	1245
2025 Q3	$3.97K	Hold	93	–	–	﹤0.01%	1036
2025 Q2	$3.54K	Buy	+93	New	+$3.39K	﹤0.01%	1030
2023 Q3	–	Sell	-255	Closed	-$7.08K	–	1226
2023 Q2	$7.08K	Buy	+255	New	+$6.46K	﹤0.01%	1075

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbor Investment Advisory's DXJ Position: Q4 2025 in Review

Harbor Investment Advisory sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 93 shares — an estimated $3.97K sold.

Harbor Investment Advisory first reported a position in DXJ in Q2 2023 and held it in 3 quarters. The position peaked at $7.08K in Q2 2023. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Harbor Investment Advisory reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Harbor Investment Advisory sold 93 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $3.97K.
Harbor Investment Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and held it in 3 quarters.
Harbor Investment Advisory's WisdomTree Japan Hedged Equity Fund position peaked at $7.08K in Q2 2023.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.