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Highline Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Highline Wealth Partners’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
Q1 		– Hold
0
– – – 1014
2024
Q4 		– Hold
0
– – – 602
2024
Q3 		– Hold
0
– – – 599
2024
Q2 		– Sell
-102
Closed -$11.1K – 566
2024
Q1 		$11.1K Sell
102
-25
-20% -$2.49K ﹤0.01% 221
2023
Q4 		$11.2K Buy
127
+77
+154% +$6.81K 0.01% 197
2023
Q3 		$4.41K Buy
+50
New +$4.26K ﹤0.01% 232

Other funds holding DXJ

Morgan Stanley
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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Highline Wealth Partners's DXJ Position: Q1 2025 in Review

Highline Wealth Partners held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2025 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Highline Wealth Partners first reported a position in DXJ in Q3 2023 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2023. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Highline Wealth Partners held 0 shares of WisdomTree Japan Hedged Equity Fund worth $13 as of Q1 2025.
  • Highline Wealth Partners left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2025.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q1 2025, its #1014 holding.
  • Highline Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 3 quarters since.
  • Highline Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $11.2K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Highline Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.