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

Truvestments Capital’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	-60	Closed	-$2.2K	–	1016
2025 Q1	$2.2K	Hold	60	–	–	﹤0.01%	850
2024 Q4	$2.21K	Buy	+60	New	+$2.19K	﹤0.01%	827
2021 Q4	–	Sell	-525	Closed	-$11K	–	615
2021 Q3	$11K	Sell	525 -75	-13%	-$1.54K	0.01%	368
2021 Q2	$12K	Buy	600 +3	+0.5%	+$61	0.01%	368
2021 Q1	$12K	Hold	597	–	–	0.01%	417
2020 Q4	$10K	Buy	+597	New	+$10.3K	0.01%	432
2020 Q3	–	Sell	-588	Closed	-$9K	–	385
2020 Q2	$9K	Sell	588 -768	-57%	-$11.6K	0.01%	383
2020 Q1	$19K	Buy	+1,356	New	+$22.2K	0.02%	272
2019 Q4	–	Sell	-2,241	Closed	-$38K	–	270
2019 Q3	$38K	Sell	2,241 -3,990	-64%	-$64.4K	0.02%	302
2019 Q2	$101K	Sell	6,231 -3,240	-34%	-$53.9K	0.07%	179
2019 Q1	$160K	Buy	+9,471	New	+$157K	0.12%	121
2018 Q3	$299K	Buy	15,453 +183	+1%	+$3.35K	0.14%	136
2018 Q2	$275K	Buy	+15,270	New	+$288K	0.17%	138

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

Truvestments Capital's DXJ Position: Q2 2025 in Review

Truvestments Capital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 60 shares — an estimated $2.2K sold.

Truvestments Capital first reported a position in DXJ in Q2 2018 and held it in 13 quarters. The position peaked at $299K in Q3 2018. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Truvestments Capital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 60 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $2.2K.
Truvestments Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and held it in 13 quarters.
Truvestments Capital's WisdomTree Japan Hedged Equity Fund position peaked at $299K in Q3 2018.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.