WCAMG
DXJ icon

Woodard & Company Asset Management Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Woodard & Company Asset Management Group’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
-910
Closed -$100K – 143
2024
Q4 		$100K Buy
+910
New +$99.6K 0.02% 100

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

Woodard & Company Asset Management Group's DXJ Position: Q1 2025 in Review

Woodard & Company Asset Management Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2025, closing a stake of 910 shares — an estimated $100K sold.

Woodard & Company Asset Management Group first reported a position in DXJ in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 323 funds tracked by Wall St. Rank hold DXJ as of Q1 2025.

  • Woodard & Company Asset Management Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 910 WisdomTree Japan Hedged Equity Fund shares in Q1 2025, an estimated $100K.
  • Woodard & Company Asset Management Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's WisdomTree Japan Hedged Equity Fund position peaked at $100K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2025, filed 7 May 2025.