Horizon Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Horizon Investments’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 Q3	–	Sell	-241	Closed	-$27.5K	–	1209
2025 Q2	$27.5K	Hold	241	–	–	﹤0.01%	979
2025 Q1	$26.6K	Hold	241	–	–	﹤0.01%	661
2024 Q4	$26.6K	Hold	241	–	–	﹤0.01%	658
2024 Q3	$25.5K	Hold	241	–	–	﹤0.01%	654
2024 Q2	$27.2K	Hold	241	–	–	﹤0.01%	655
2024 Q1	$26.1K	Buy	+241	New	+$24K	﹤0.01%	642
2023 Q4	–	Sell	-350,281	Closed	-$30.9M	–	822
2023 Q3	$30.9M	Buy	+350,281	New	+$29.9M	0.94%	19
2020 Q1	–	Sell	-1,115,938	Closed	-$60M	–	346
2019 Q4	$60M	Buy	+1,115,938	New	+$59.6M	2.63%	9
2018 Q1	–	Sell	-1,326,057	Closed	-$69.2M	–	210
2017 Q4	$69.2M	Buy	+1,326,057	New	+$76.5M	4.31%	5
2016 Q4	–	Sell	-1,365,185	Closed	-$64.1M	–	167
2016 Q3	$58.6M	Buy	+1,365,185	New	+$56.7M	4.02%	10
2015 Q4	–	Sell	-32,339	Closed	-$1.57M	–	96
2015 Q3	$1.57M	Buy	+32,339	New	+$1.75M	0.15%	51
2015 Q1	–	Sell	-441,828	Closed	-$21.8M	–	118
2014 Q4	$21.8M	Sell	441,828 -389,361	-47%	-$20.3M	2.21%	11
2014 Q3	$43.5M	Buy	+831,189	New	+$41.9M	4.53%	7

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Horizon Investments's DXJ Position: Q3 2025 in Review

Horizon Investments sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 241 shares — an estimated $27.5K sold.

Horizon Investments first reported a position in DXJ in Q3 2014 and held it in 13 quarters. The position peaked at $69.2M in Q4 2017. 310 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Horizon Investments reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Horizon Investments sold 241 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $27.5K.
Horizon Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 13 quarters.
Horizon Investments's WisdomTree Japan Hedged Equity Fund position peaked at $69.2M in Q4 2017.
310 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.