Evernest Financial Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History
Evernest Financial Advisors, LLC
- $275 Million
- Q2 2025
A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 61,139 shares of DXJ stock, worth $7.27 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
61,139
Previous 92,803
34.12%
Holding current value
$7.27 Million
Previous $10.2 Million
31.68%
% of portfolio
2.54%
Previous 4.01%
Shares
8 transactions
Others Institutions Holding DXJ
# of Institutions
370Shares Held
15MCall Options Held
35.3KPut Options Held
55.1K-
Morgan Stanley New York, NY2.68MShares$318 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$176 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA941KShares$112 Million29.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA552KShares$65.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC518KShares$61.6 Million0.02% of portfolio