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

Navis 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
2026 Q1	–	Sell	-8,385	Closed	-$1.21M	–	181
2025 Q4	$1.21M	Buy	+8,385	New	+$1.15M	0.51%	43

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Navis Wealth Advisors's DXJ Position: Q1 2026 in Review

Navis Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 8,385 shares — an estimated $1.21M sold.

Navis Wealth Advisors first reported a position in DXJ in Q4 2025 and held it in 1 quarter. The position peaked at $1.21M in Q4 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Navis Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
Navis Wealth Advisors sold 8,385 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $1.21M.
Navis Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and held it in 1 quarter.
Navis Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.21M in Q4 2025.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.