National Philanthropic Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

National Philanthropic Trust’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 Q1	–	Sell	-11,536	Closed	-$1.27M	–	273
2024 Q4	$1.27M	Hold	11,536	–	–	0.02%	154
2024 Q3	$1.22M	Hold	11,536	–	–	0.02%	144
2024 Q2	$1.3M	Hold	11,536	–	–	0.02%	139
2024 Q1	$1.25M	Hold	11,536	–	–	0.03%	143
2023 Q4	$1.01M	Buy	+11,536	New	+$1.02M	0.03%	160

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

National Philanthropic Trust's DXJ Position: Q1 2025 in Review

National Philanthropic Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 11,536 shares — an estimated $1.27M sold.

National Philanthropic Trust first reported a position in DXJ in Q4 2023 and held it in 5 quarters. The position peaked at $1.3M in Q2 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

National Philanthropic Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
National Philanthropic Trust sold 11,536 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $1.27M.
National Philanthropic Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 5 quarters.
National Philanthropic Trust's WisdomTree Japan Hedged Equity Fund position peaked at $1.3M in Q2 2024.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on National Philanthropic Trust's 13F filing for Q1 2025, filed 15 May 2026.