One Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

One Capital 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	-3,047	Closed	-$348K	–	490
2025 Q2	$348K	Sell	3,047 -126	-4%	-$13.8K	0.01%	389
2025 Q1	$350K	Sell	3,173 -796	-20%	-$87.5K	0.01%	332
2024 Q4	$438K	Sell	3,969 -24,714	-86%	-$2.71M	0.01%	288
2024 Q3	$3.04M	Sell	28,683 -13,527	-32%	-$1.44M	0.1%	143
2024 Q2	$4.76M	Buy	42,210 +568	+1%	+$61.7K	0.16%	118
2024 Q1	$4.52M	Sell	41,642 -545	-1%	-$54.3K	0.16%	113
2023 Q4	$3.71M	Buy	+42,187	New	+$3.73M	0.15%	125

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

One Capital Management's DXJ Position: Q3 2025 in Review

One Capital Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2025, closing a stake of 3,047 shares — an estimated $348K sold.

One Capital Management first reported a position in DXJ in Q4 2023 and held it in 7 quarters. The position peaked at $4.76M in Q2 2024. 311 funds tracked by Wall St. Rank hold DXJ as of Q3 2025.

One Capital Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2025 after selling out during the quarter.
One Capital Management sold 3,047 WisdomTree Japan Hedged Equity Fund shares in Q3 2025, an estimated $348K.
One Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 7 quarters.
One Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.76M in Q2 2024.
311 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2025.

Based on One Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.