Merit Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Merit Financial 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
2026 Q1	$451K	Buy	2,846 +102	+4%	+$16.1K	﹤0.01%	1424
2025 Q4	$396K	Sell	2,744 -765	-22%	-$105K	﹤0.01%	1422
2025 Q3	$449K	Sell	3,509 -6,673	-66%	-$819K	﹤0.01%	1239
2025 Q2	$1.16M	Buy	10,182 +35	+0.3%	+$3.83K	0.01%	719
2025 Q1	$1.12M	Sell	10,147 -1,270	-11%	-$140K	0.02%	621
2024 Q4	$1.26M	Sell	11,417 -200	-2%	-$21.9K	0.02%	450
2024 Q3	$1.23M	Sell	11,617 -242	-2%	-$25.7K	0.03%	370
2024 Q2	$1.34M	Buy	11,859 +1	+0%	+$109	0.03%	344
2024 Q1	$1.28M	Buy	11,858 +4,499	+61%	+$449K	0.03%	343
2023 Q4	$647K	Buy	+7,359	New	+$651K	0.02%	427

Other funds holding DXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return