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Investment Research & Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Investment Research & Advisory Group’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 		– Sell
-30
Closed -$1.1K – 253
2024
Q4 		$1.1K Hold
30
– – ﹤0.01% 192
2024
Q3 		$1.06K Buy
30
+15
+100% +$531 ﹤0.01% 192
2024
Q2 		$564 Hold
15
– – ﹤0.01% 197
2024
Q1 		$543 Buy
+15
New +$499 ﹤0.01% 200

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Investment Research & Advisory Group's DXJ Position: Q1 2025 in Review

Investment Research & Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 30 shares — an estimated $1.1K sold.

Investment Research & Advisory Group first reported a position in DXJ in Q1 2024 and held it in 4 quarters. The position peaked at $1.1K in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Investment Research & Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Investment Research & Advisory Group sold 30 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $1.1K.
  • Investment Research & Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 4 quarters.
  • Investment Research & Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.1K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Investment Research & Advisory Group's 13F filing for Q1 2025, filed 21 Apr 2025.