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Independence Bank of Kentucky’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Independence Bank of Kentucky’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
Q2 		– Sell
-8
Closed -$881 – 619
2025
Q1 		$881 Hold
8
– – ﹤0.01% 606
2024
Q4 		$882 Buy
+8
New +$876 ﹤0.01% 613

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

Independence Bank of Kentucky's DXJ Position: Q2 2025 in Review

Independence Bank of Kentucky sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 8 shares — an estimated $881 sold.

Independence Bank of Kentucky first reported a position in DXJ in Q4 2024 and held it in 2 quarters. The position peaked at $882 in Q4 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • Independence Bank of Kentucky reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 8 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $881.
  • Independence Bank of Kentucky first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 2 quarters.
  • Independence Bank of Kentucky's WisdomTree Japan Hedged Equity Fund position peaked at $882 in Q4 2024.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Independence Bank of Kentucky's 13F filing for Q2 2025, filed 17 Jul 2025.