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

IAG 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 Q4	–	Sell	-107	Closed	-$13.7K	–	503
2025 Q3	$13.7K	Buy	+107	New	+$13.1K	﹤0.01%	348

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's DXJ Position: Q4 2025 in Review

IAG Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 107 shares — an estimated $13.7K sold.

IAG Wealth Partners first reported a position in DXJ in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

IAG Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 107 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $13.7K.
IAG Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2025 and held it in 1 quarter.
IAG Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $13.7K in Q3 2025.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.