Waverton Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Waverton Investment 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 Q4	–	Sell	-17,934	Closed	-$765K	–	29
2025 Q3	$765K	Hold	17,934	–	–	0.01%	71
2025 Q2	$683K	Buy	17,934 +480	+3%	+$17.5K	0.01%	81
2025 Q1	$641K	Sell	17,454 -2,250	-11%	-$82.5K	0.01%	78
2024 Q4	$725K	Hold	19,704	–	–	0.01%	75
2024 Q3	$696K	Hold	19,704	–	–	0.01%	77
2024 Q2	$741K	Buy	19,704 +2,436	+14%	+$88.2K	0.01%	76
2024 Q1	$624K	Hold	17,268	–	–	0.01%	79
2023 Q4	$506K	Buy	+17,268	New	+$509K	0.01%	80

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverton Investment Management's DXJ Position: Q4 2025 in Review

Waverton Investment Management sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 17,934 shares — an estimated $765K sold.

Waverton Investment Management first reported a position in DXJ in Q4 2023 and held it in 8 quarters. The position peaked at $765K in Q3 2025. 353 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Waverton Investment Management reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 17,934 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $765K.
Waverton Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and held it in 8 quarters.
Waverton Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $765K in Q3 2025.
353 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.