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	-325	Closed	-$41.6K	–	1922
2025 Q3	$41.6K	Sell	325 -356	-52%	-$43.7K	﹤0.01%	2040
2025 Q2	$77.8K	Sell	681 -543	-44%	-$59.3K	﹤0.01%	1646
2025 Q1	$135K	Hold	1,224	–	–	﹤0.01%	1299
2024 Q4	$135K	Sell	1,224 -151	-11%	-$16.5K	﹤0.01%	1296
2024 Q3	$146K	Sell	1,375 -149	-10%	-$15.8K	﹤0.01%	1229
2024 Q2	$172K	Buy	1,524 +182	+14%	+$19.8K	﹤0.01%	1096
2024 Q1	$146K	Buy	1,342 +39	+3%	+$3.89K	﹤0.01%	1138
2023 Q4	$115K	Buy	+1,303	New	+$115K	﹤0.01%	1146

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 325 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. 352 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 325 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.
352 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.