Smart Money Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Smart Money Group’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 Q2	–	Sell	-2,401	Closed	-$265K	–	75
2025 Q1	$265K	Sell	2,401 -52,783	-96%	-$5.81M	0.09%	71
2024 Q4	$6.09M	Buy	55,184 +2,804	+5%	+$307K	2.1%	12
2024 Q3	$5.63M	Sell	52,380 -50,686	-49%	-$5.38M	2.01%	13
2024 Q2	$11.3M	Buy	103,066 +1,206	+1%	+$131K	4.04%	5
2024 Q1	$11.1M	Buy	101,860 +14,941	+17%	+$1.49M	4.3%	5
2023 Q4	$7.65M	Buy	86,919 +6,436	+8%	+$569K	3.33%	7
2023 Q3	$7.1M	Buy	+80,483	New	+$6.86M	3.37%	9

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

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

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

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

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

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Smart Money Group's DXJ Position: Q2 2025 in Review

Smart Money Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 2,401 shares — an estimated $265K sold.

Smart Money Group first reported a position in DXJ in Q3 2023 and held it in 7 quarters. The position peaked at $11.3M in Q2 2024. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Smart Money Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Smart Money Group sold 2,401 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $265K.
Smart Money Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 7 quarters.
Smart Money Group's WisdomTree Japan Hedged Equity Fund position peaked at $11.3M in Q2 2024.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Smart Money Group's 13F filing for Q2 2025, filed 6 Aug 2025.