Heritage Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Heritage Financial Services’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	$773K	Sell	5,363 -173	-3%	-$23.7K	0.06%	54
2025 Q3	$709K	Hold	5,536	–	–	0.06%	58
2025 Q2	$633K	Hold	5,536	–	–	0.06%	57
2025 Q1	$610K	Hold	5,536	–	–	0.06%	57
2024 Q4	$611K	Hold	5,536	–	–	0.08%	57
2024 Q3	$587K	Sell	5,536 -16	-0.3%	-$1.7K	0.08%	56
2024 Q2	$626K	Buy	5,552 +16	+0.3%	+$1.74K	0.09%	50
2024 Q1	$601K	Sell	5,536 -528	-9%	-$52.6K	0.09%	52
2023 Q4	$534K	Buy	+6,064	New	+$536K	0.09%	57

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

Heritage Financial Services's DXJ Position: Q4 2025 in Review

Heritage Financial Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.1% in Q4 2025, selling an estimated $23.7K and leaving 5,363 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #54.

Heritage Financial Services first reported a position in DXJ in Q4 2023 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Heritage Financial Services held 5,363 shares of WisdomTree Japan Hedged Equity Fund worth $773K as of Q4 2025.
Heritage Financial Services sold 173 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $23.7K.
WisdomTree Japan Hedged Equity Fund made up 0.06% of Heritage Financial Services's portfolio in Q4 2025, its #54 holding.
Heritage Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 9 quarters since.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.