DXJ — WISDOMTREE TR JAPAN HEDGED EQUITY FD

Ownership history in TD PRIVATE CLIENT WEALTH LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in WISDOMTREE TR JAPAN HEDGED EQUITY FD (DXJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5 -2 -28.6% 0.00% $640 $127.69
2025 Q2 INITIATED 7 — — 0.00% $800 $113.84
% of Fund (quarterly)    DXJ price (monthly, adj. close)

Other funds also holding DXJ

As of 2025 Q4 — sorted by position size

Liberty Mutual Group Asset Management Inc. 3Y 7Y 12.91% Permanens Capital L.P. 3Y 7Y 5.5% Rice Partnership, LLC 3Y 7Y 3.57% New Vernon Capital Holdings II LLC 3Y 7Y 3.18% Beacon Harbor Wealth Advisors, Inc. 3Y 2.94% Sharper & Granite LLC 3Y 2.47% Avid Wealth Partners LLC 2.42% Anfield Capital Management, LLC 3Y 2.33% Evernest Financial Advisors, LLC 2.07% New England Private Wealth Advisors LLC 3Y 7Y 2.0%
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