Perigon Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Perigon Wealth 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
2026 Q1	$2.1M	Buy	13,238 +135	+1%	+$21.3K	0.04%	368
2025 Q4	$1.89M	Buy	13,103 +17	+0.1%	+$2.33K	0.03%	386
2025 Q3	$1.68M	Buy	13,086 +6,350	+94%	+$779K	0.03%	389
2025 Q2	$770K	Buy	6,736 +76	+1%	+$8.31K	0.02%	550
2025 Q1	$734K	Hold	6,660	–	–	0.02%	524
2024 Q4	$709K	Buy	6,660 +5	+0.1%	+$547	0.02%	535
2024 Q3	$705K	Buy	+6,655	New	+$707K	0.02%	520
2018 Q2	–	Sell	-628	Closed	-$35K	–	332
2018 Q1	$35K	Buy	+628	New	+$36.6K	0.01%	361

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