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RFG Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

RFG Advisory’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
-5,234
Closed -$670K – 1000
2025
Q3 		$670K Buy
5,234
+109
+2% +$13.4K 0.01% 575
2025
Q2 		$586K Buy
5,125
+934
+22% +$102K 0.01% 573
2025
Q1 		$462K Sell
4,191
-464
-10% -$51K 0.01% 588
2024
Q4 		$513K Sell
4,655
-290
-6% -$31.8K 0.01% 517
2024
Q3 		$524K Buy
+4,945
New +$525K 0.02% 506
2023
Q1 		– Sell
-7,000
Closed -$478K – 639
2022
Q4 		$478K Sell
7,000
-12,653
-64% -$834K 0.02% 416
2022
Q3 		$1.3M Sell
19,653
-8,736
-31% -$562K 0.07% 208
2022
Q2 		$1.82M Buy
+28,389
New +$1.81M 0.11% 152
2015
Q3 		– Sell
-29,407
Closed -$1.68M – 77
2015
Q2 		$1.68M Buy
+29,407
New +$1.71M 0.76% 20

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return