Wealthspire Advisors (New York)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Wealthspire Advisors (New York)’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	-374	Closed	-$47.9K	–	1531
2025 Q3	$47.9K	Buy	+374	New	+$45.9K	﹤0.01%	1265
2024 Q1	–	Sell	-10,360	Closed	-$911K	–	651
2023 Q4	$911K	Buy	+10,360	New	+$916K	0.01%	326
2019 Q1	–	Sell	-1,933	Closed	-$90K	–	254
2018 Q4	$90K	Buy	+1,933	New	+$101K	0.01%	118

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

Wealthspire Advisors (New York)'s DXJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2025, closing a stake of 374 shares — an estimated $47.9K sold.

Wealthspire Advisors (New York) first reported a position in DXJ in Q4 2018 and held it in 3 quarters. The position peaked at $911K in Q4 2023. 352 funds tracked by Wall St. Rank hold DXJ as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 374 WisdomTree Japan Hedged Equity Fund shares in Q4 2025, an estimated $47.9K.
Wealthspire Advisors (New York) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s WisdomTree Japan Hedged Equity Fund position peaked at $911K in Q4 2023.
352 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.