OneAscent Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

OneAscent Financial Services’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 Q4	–	Sell	-18,349	Closed	-$2.35M	–	464
2025 Q3	$2.35M	Buy	+18,349	New	+$2.25M	0.29%	67
2025 Q2	–	Sell	-3,114	Closed	-$343K	–	540
2025 Q1	$343K	Buy	3,114 +17	+0.5%	+$1.87K	0.02%	393
2024 Q4	$342K	Buy	+3,097	New	+$339K	0.03%	330

Other funds holding DXJ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OneAscent Financial Services's DXJ Position: Q4 2025 in Review

OneAscent Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 18,349 shares — an estimated $2.35M sold.

OneAscent Financial Services first reported a position in DXJ in Q4 2024 and held it in 3 quarters. The position peaked at $2.35M in Q3 2025. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

OneAscent Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
OneAscent Financial Services sold 18,349 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $2.35M.
OneAscent Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 3 quarters.
OneAscent Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $2.35M in Q3 2025.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on OneAscent Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.