Keel Point’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Keel Point’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	-4,538	Closed	-$581K	–	548
2025 Q3	$581K	Sell	4,538 -596	-12%	-$73.1K	0.04%	269
2025 Q2	$587K	Hold	5,134	–	–	0.04%	260
2025 Q1	$566K	Buy	+5,134	New	+$565K	0.04%	223
2021 Q4	–	Sell	-4,500	Closed	-$284K	–	279
2021 Q3	$284K	Buy	+4,500	New	+$277K	0.04%	202
2021 Q2	–	Sell	-32,218	Closed	-$1.98M	–	282
2021 Q1	$1.98M	Buy	+32,218	New	+$1.88M	0.19%	90
2018 Q1	–	Sell	-169,541	Closed	-$10.1M	–	167
2017 Q4	$10.1M	Buy	+169,541	New	+$9.78M	1.39%	21
2017 Q2	–	Sell	-189,142	Closed	-$9.57M	–	158
2017 Q1	$9.57M	Buy	189,142 +31,061	+20%	+$1.58M	1.93%	14
2016 Q4	$7.83M	Buy	+158,081	New	+$7.42M	1.76%	15
2015 Q4	–	Sell	-9,993	Closed	-$486K	–	124
2015 Q3	$486K	Buy	+9,993	New	+$540K	0.27%	60

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

Keel Point's DXJ Position: Q4 2025 in Review

Keel Point sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 4,538 shares — an estimated $581K sold.

Keel Point first reported a position in DXJ in Q3 2015 and held it in 9 quarters. The position peaked at $10.1M in Q4 2017. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Keel Point reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Keel Point sold 4,538 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $581K.
Keel Point first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and held it in 9 quarters.
Keel Point's WisdomTree Japan Hedged Equity Fund position peaked at $10.1M in Q4 2017.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Keel Point's 13F filing for Q4 2025, filed 12 Feb 2026.