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Venturi Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Venturi Wealth 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
-16
Closed -$1.76K – 914
2024
Q4 		$1.76K Buy
+16
New +$1.75K ﹤0.01% 1867
2018
Q4 		– Sell
-8,600
Closed -$505K – 254
2018
Q3 		$505K Buy
+8,600
New +$472K 0.09% 131
2017
Q3 		– Sell
-32,725
Closed -$1.7M – 185
2017
Q2 		$1.7M Buy
32,725
+12,940
+65% +$662K 0.39% 88
2017
Q1 		$951K Buy
19,785
+10,185
+106% +$519K 0.22% 98
2016
Q4 		$476K Buy
+9,600
New +$451K 0.13% 120
2016
Q1 		– Sell
-7,771
Closed -$389K – 138
2015
Q4 		$389K Buy
+7,771
New +$414K 0.18% 104

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