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Kestra Private Wealth Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Kestra Private Wealth Services’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
-3,703
Closed -$408K – 1630
2025
Q1 		$408K Buy
+3,703
New +$407K 0.01% 1060

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

Kestra Private Wealth Services's DXJ Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 3,703 shares — an estimated $408K sold.

Kestra Private Wealth Services first reported a position in DXJ in Q1 2025 and held it in 1 quarter. The position peaked at $408K in Q1 2025. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,703 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $408K.
  • Kestra Private Wealth Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's WisdomTree Japan Hedged Equity Fund position peaked at $408K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.