LWA
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Lowe Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lowe Wealth Advisors’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
Q3 		$12.8K Hold
100
– – ﹤0.01% 243
2025
Q2 		$11.4K Hold
100
– – ﹤0.01% 245
2025
Q1 		$11K Hold
100
– – ﹤0.01% 241
2024
Q4 		$11K Hold
100
– – ﹤0.01% 227
2024
Q3 		$10.6K Sell
100
-75
-43% -$7.97K ﹤0.01% 217
2024
Q2 		$19.7K Sell
175
-337
-66% -$36.6K 0.01% 172
2024
Q1 		$55.6K Buy
+512
New +$51K 0.03% 107
2023
Q1 		– Sell
-200
Closed -$12.9K – 351
2022
Q4 		$12.9K Hold
200
– – 0.01% 194
2022
Q3 		$12K Hold
200
– – 0.01% 186
2022
Q2 		$12K Sell
200
-3,480
-95% -$221K 0.01% 172
2022
Q1 		$236K Buy
+3,680
New +$231K 0.11% 46

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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