Valued Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Valued Wealth Advisors’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	-18	Closed	-$1.98K	–	628
2025 Q1	$1.98K	Buy	+18	New	+$1.98K	﹤0.01%	412

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

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

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

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

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

EWM

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Valued Wealth Advisors's DXJ Position: Q2 2025 in Review

Valued Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2025, closing a stake of 18 shares — an estimated $1.98K sold.

Valued Wealth Advisors first reported a position in DXJ in Q1 2025 and held it in 1 quarter. The position peaked at $1.98K in Q1 2025. 326 funds tracked by Wall St. Rank hold DXJ as of Q2 2025.

Valued Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2025 after selling out during the quarter.
Valued Wealth Advisors sold 18 WisdomTree Japan Hedged Equity Fund shares in Q2 2025, an estimated $1.98K.
Valued Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and held it in 1 quarter.
Valued Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.98K in Q1 2025.
326 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.