Navigoe Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Navigoe Wealth Management’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	–	Sell	-44	Closed	-$5K	–	260
2025 Q2	$5K	Hold	44	–	–	﹤0.01%	127
2025 Q1	$4K	Hold	44	–	–	﹤0.01%	129
2024 Q4	$4K	Buy	+44	New	+$4.82K	﹤0.01%	129

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

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

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

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

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

Navigoe Wealth Management's DXJ Position: Q3 2025 in Review

Navigoe Wealth Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 44 shares — an estimated $5K sold.

Navigoe Wealth Management first reported a position in DXJ in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 310 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

Navigoe Wealth Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
Navigoe Wealth Management sold 44 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $5K.
Navigoe Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 3 quarters.
Navigoe Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $5K in Q2 2025.
310 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.