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Plante Moran Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-984
Closed -$36.2K – 834
2024
Q4 		$36.2K Hold
984
– – ﹤0.01% 397
2024
Q3 		$34.8K Sell
984
-291
-23% -$10.3K ﹤0.01% 437
2024
Q2 		$47.9K Buy
1,275
+291
+30% +$10.5K ﹤0.01% 344
2024
Q1 		$35.6K Buy
+984
New +$32.7K ﹤0.01% 409
2019
Q4 		– Sell
-4,272
Closed -$72K – 789
2019
Q3 		$72K Hold
4,272
– – 0.02% 286
2019
Q2 		$69K Hold
4,272
– – 0.02% 274
2019
Q1 		$72K Hold
4,272
– – 0.02% 265
2018
Q4 		$66K Hold
4,272
– – 0.02% 257
2018
Q3 		$83K Hold
4,272
– – 0.03% 234
2018
Q2 		$77K Hold
4,272
– – 0.04% 260
2018
Q1 		$80K Sell
4,272
-1,008
-19% -$19.6K 0.04% 267
2017
Q4 		$104K Buy
5,280
+1,008
+24% +$19.4K 0.06% 214
2017
Q3 		$78K Sell
4,272
-5,007
-54% -$87.6K 0.05% 240
2017
Q2 		$161K Hold
9,279
– – 0.1% 144
2017
Q1 		$157K Hold
9,279
– – 0.09% 152
2016
Q4 		$153K Hold
9,279
– – 0.1% 156
2016
Q3 		$133K Hold
9,279
– – 0.09% 163
2016
Q2 		$120K Hold
9,279
– – 0.09% 162
2016
Q1 		$135K Sell
9,279
-114
-1% -$1.68K 0.1% 142
2015
Q4 		$157K Buy
9,393
+105
+1% +$1.86K 0.12% 134
2015
Q3 		$151K Buy
9,288
+3,696
+66% +$66.6K 0.12% 136
2015
Q2 		$107K Buy
5,592
+2,025
+57% +$39.1K 0.08% 180
2015
Q1 		$66K Sell
3,567
-960
-21% -$16.7K 0.05% 239
2014
Q4 		$74K Buy
4,527
+327
+8% +$5.69K 0.05% 221
2014
Q3 		$73K Buy
+4,200
New +$70.5K 0.06% 203

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Plante Moran Financial Advisors's DXJ Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 984 shares — an estimated $36.2K sold.

Plante Moran Financial Advisors first reported a position in DXJ in Q3 2014 and held it in 25 quarters. The position peaked at $161K in Q2 2017. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 984 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $36.2K.
  • Plante Moran Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2014 and held it in 25 quarters.
  • Plante Moran Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $161K in Q2 2017.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.