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Synergy Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Synergy Asset Management’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
-173
Closed -$18.3K – 260
2024
Q4 		$18.3K Buy
+173
New +$18.9K ﹤0.01% 376
2024
Q2 		– Sell
-31,936
Closed -$3.47M – 149
2024
Q1 		$3.47M Buy
+31,936
New +$3.18M 0.59% 45

Other funds holding DXJ

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Synergy Asset Management's DXJ Position: Q1 2025 in Review

Synergy Asset Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 173 shares — an estimated $18.3K sold.

Synergy Asset Management first reported a position in DXJ in Q1 2024 and held it in 2 quarters. The position peaked at $3.47M in Q1 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Synergy Asset Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 173 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $18.3K.
  • Synergy Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 2 quarters.
  • Synergy Asset Management's WisdomTree Japan Hedged Equity Fund position peaked at $3.47M in Q1 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.