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	-10	Closed	-$1.1K	–	253
2024 Q4	$1.1K	Hold	10	–	–	﹤0.01%	192
2024 Q3	$1.06K	Buy	10 +5	+100%	+$531	﹤0.01%	192
2024 Q2	$564	Hold	5	–	–	﹤0.01%	197
2024 Q1	$543	Buy	+5	New	+$499	﹤0.01%	200

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 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 10 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 10 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.