ORG Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

ORG Partners’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	-84	Closed	-$10.8K	–	1726
2025 Q3	$10.8K	Hold	84	–	–	﹤0.01%	957
2025 Q2	$9.6K	Buy	+84	New	+$9.18K	﹤0.01%	913
2025 Q1	–	Sell	-74	Closed	-$8.16K	–	1459
2024 Q4	$8.16K	Buy	+74	New	+$8.1K	﹤0.01%	936
2023 Q4	–	Sell	-20	Closed	-$1.76K	–	1192
2023 Q3	$1.76K	Buy	+20	New	+$1.71K	﹤0.01%	1093

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

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

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

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

ORG Partners's DXJ Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 84 shares — an estimated $10.8K sold.

ORG Partners first reported a position in DXJ in Q3 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2025. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

ORG Partners reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 84 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $10.8K.
ORG Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 4 quarters.
ORG Partners's WisdomTree Japan Hedged Equity Fund position peaked at $10.8K in Q3 2025.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.