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

Invenio 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
2026 Q1	–	Sell	-1,436	Closed	-$207K	–	92
2025 Q4	$207K	Sell	1,436 -450	-24%	-$61.7K	0.08%	90
2025 Q3	$241K	Sell	1,886 -31,786	-94%	-$3.9M	0.09%	88
2025 Q2	$3.85M	Sell	33,672 -2,616	-7%	-$286K	1.53%	19
2025 Q1	$4M	Sell	36,288 -319	-0.9%	-$35.1K	1.68%	22
2024 Q4	$4.04M	Sell	36,607 -343	-0.9%	-$37.6K	1.69%	20
2024 Q3	$3.92M	Buy	+36,950	New	+$3.92M	1.69%	20

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invenio Wealth Partners's DXJ Position: Q1 2026 in Review

Invenio Wealth Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 1,436 shares — an estimated $207K sold.

Invenio Wealth Partners first reported a position in DXJ in Q3 2024 and held it in 6 quarters. The position peaked at $4.04M in Q4 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Invenio Wealth Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
Invenio Wealth Partners sold 1,436 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $207K.
Invenio Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and held it in 6 quarters.
Invenio Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $4.04M in Q4 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.