Transcendent Capital Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Transcendent Capital 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 Q1	–	Sell	-4,861	Closed	-$413K	–	172
2024 Q4	$413K	Buy	4,861 +4,461	+1,115%	+$488K	0.21%	70
2024 Q3	$42.4K	Hold	400	–	–	0.02%	215
2024 Q2	$45.1K	Hold	400	–	–	0.03%	198
2024 Q1	$43.4K	Hold	400	–	–	0.03%	189
2023 Q4	$35.2K	Buy	+400	New	+$35.4K	0.02%	177

Other funds holding DXJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Transcendent Capital Group's DXJ Position: Q1 2025 in Review

Transcendent Capital Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 4,861 shares — an estimated $413K sold.

Transcendent Capital Group first reported a position in DXJ in Q4 2023 and held it in 5 quarters. The position peaked at $413K in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

Transcendent Capital Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
Transcendent Capital Group sold 4,861 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $413K.
Transcendent Capital Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 5 quarters.
Transcendent Capital Group's WisdomTree Japan Hedged Equity Fund position peaked at $413K in Q4 2024.
323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.