Principal Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Principal Securities’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	-975	Closed	-$41.6K	–	1922
2025 Q3	$41.6K	Sell	975 -1,068	-52%	-$43.7K	﹤0.01%	2040
2025 Q2	$77.8K	Sell	2,043 -1,629	-44%	-$59.3K	﹤0.01%	1646
2025 Q1	$135K	Hold	3,672	–	–	﹤0.01%	1299
2024 Q4	$135K	Sell	3,672 -453	-11%	-$16.5K	﹤0.01%	1296
2024 Q3	$146K	Sell	4,125 -447	-10%	-$15.8K	﹤0.01%	1229
2024 Q2	$172K	Buy	4,572 +546	+14%	+$19.8K	﹤0.01%	1096
2024 Q1	$146K	Buy	4,026 +117	+3%	+$3.89K	﹤0.01%	1138
2023 Q4	$115K	Buy	+3,909	New	+$115K	﹤0.01%	1146

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

Principal Securities's DXJ Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 975 shares — an estimated $41.6K sold.

Principal Securities first reported a position in DXJ in Q4 2023 and held it in 8 quarters. The position peaked at $172K in Q2 2024. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Principal Securities reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 975 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $41.6K.
Principal Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's WisdomTree Japan Hedged Equity Fund position peaked at $172K in Q2 2024.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.