Trust Company of Vermont’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Trust Company of Vermont’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	$30.3K	Hold	210	–	–	﹤0.01%	665
2025 Q3	$26.9K	Hold	210	–	–	﹤0.01%	682
2025 Q2	$24K	Hold	210	–	–	﹤0.01%	683
2025 Q1	$23.1K	Hold	210	–	–	﹤0.01%	646
2024 Q4	$23.2K	Hold	210	–	–	﹤0.01%	650
2024 Q3	$22.3K	Hold	210	–	–	﹤0.01%	640
2024 Q2	$23.7K	Hold	210	–	–	﹤0.01%	582
2024 Q1	$22.8K	Hold	210	–	–	﹤0.01%	604
2023 Q4	$18.5K	Hold	210	–	–	﹤0.01%	559
2023 Q3	$18.5K	Hold	210	–	–	﹤0.01%	581
2023 Q2	$17.5K	Hold	210	–	–	﹤0.01%	604
2023 Q1	$14.9K	Buy	+210	New	+$14.4K	﹤0.01%	643
2022 Q4	–	Sell	-300	Closed	-$19K	–	902
2022 Q3	$19K	Buy	+300	New	+$19.3K	﹤0.01%	602
2015 Q1	–	Sell	-1,000	Closed	-$49K	–	777
2014 Q4	$49K	Hold	1,000	–	–	0.01%	396
2014 Q3	$52K	Hold	1,000	–	–	0.01%	388
2014 Q2	$49K	Hold	1,000	–	–	0.01%	379
2014 Q1	$47K	Sell	1,000 -1,633	-62%	-$77.8K	0.01%	377
2013 Q4	$134K	Buy	2,633 +1,633	+163%	+$79.4K	0.02%	258
2013 Q3	$48K	Hold	1,000	–	–	0.01%	344
2013 Q2	$46K	Buy	+1,000	New	+$46.7K	0.01%	341

Other funds holding DXJ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Trust Company of Vermont's DXJ Position: Q4 2025 in Review

Trust Company of Vermont held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q4 2025 at 210 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Trust Company of Vermont first reported a position in DXJ in Q2 2013 and has held it in 20 quarters since. The position peaked at $134K in Q4 2013. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Trust Company of Vermont held 210 shares of WisdomTree Japan Hedged Equity Fund worth $30.3K as of Q4 2025.
Trust Company of Vermont left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q4 2025.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #665 holding.
Trust Company of Vermont first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 20 quarters since.
Trust Company of Vermont's WisdomTree Japan Hedged Equity Fund position peaked at $134K in Q4 2013.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.