Prospera Financial Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Prospera Financial Services’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	-24,053	Closed	-$2.65M	–	1185
2024 Q4	$2.65M	Buy	+24,053	New	+$2.63M	0.06%	310
2024 Q3	–	Sell	-33,575	Closed	-$3.79M	–	1138
2024 Q2	$3.79M	Buy	33,575 +926	+3%	+$101K	0.11%	212
2024 Q1	$3.54M	Sell	32,649 -4,211	-11%	-$420K	0.11%	217
2023 Q4	$3.24M	Buy	36,860 +11,818	+47%	+$1.04M	0.11%	221
2023 Q3	$2.21M	Buy	25,042 +16,081	+179%	+$1.37M	0.09%	255
2023 Q2	$746K	Buy	+8,961	New	+$681K	0.03%	498
2022 Q3	–	Sell	-370	Closed	-$23K	–	1032
2022 Q2	$23K	Sell	370 -90	-20%	-$5.73K	﹤0.01%	1180
2022 Q1	$30K	Buy	+460	New	+$28.9K	﹤0.01%	1571
2013 Q3	–	Sell	-6,326	Closed	-$293K	–	252
2013 Q2	$293K	Buy	+6,326	New	+$296K	0.14%	157

Other funds holding DXJ

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Prospera Financial Services's DXJ Position: Q1 2025 in Review

Prospera Financial Services sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 24,053 shares — an estimated $2.65M sold.

Prospera Financial Services first reported a position in DXJ in Q2 2013 and held it in 9 quarters. The position peaked at $3.79M in Q2 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Prospera Financial Services reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 24,053 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $2.65M.
Prospera Financial Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 9 quarters.
Prospera Financial Services's WisdomTree Japan Hedged Equity Fund position peaked at $3.79M in Q2 2024.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.