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

&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
2026 Q1	$1.33M	Sell	8,438 -522	-6%	-$82.4K	0.01%	1142
2025 Q4	$1.29M	Buy	8,960 +564	+7%	+$77.3K	0.01%	1086
2025 Q3	$1.07M	Buy	8,396 +489	+6%	+$60K	0.01%	1060
2025 Q2	$903K	Buy	7,907 +4,425	+127%	+$484K	0.01%	1031
2025 Q1	$386K	Sell	3,482 -2,068	-37%	-$227K	﹤0.01%	1268
2024 Q4	$610K	Sell	5,550 -1,582	-22%	-$173K	0.01%	991
2024 Q3	$756K	Sell	7,132 -1,766	-20%	-$188K	0.01%	682
2024 Q2	$1M	Buy	8,898 +2,443	+38%	+$265K	0.04%	352
2024 Q1	$700K	Buy	+6,455	New	+$644K	0.1%	212

Other funds holding DXJ

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return