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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Lowe Wealth Advisors's DXJ Position: Q3 2025 in Review

Lowe Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2025 at 100 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Lowe Wealth Advisors first reported a position in DXJ in Q1 2022 and has held it in 11 quarters since. The position peaked at $236K in Q1 2022. 311 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Lowe Wealth Advisors held 100 shares of WisdomTree Japan Hedged Equity Fund worth $12.8K as of Q3 2025.
Lowe Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2025.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #243 holding.
Lowe Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2022 and has held it in 11 quarters since.
Lowe Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $236K in Q1 2022.
311 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.