Accordant Advisory Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Accordant Advisory 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
2026 Q2	–	Sell	-710	Closed	-$113K	–	247
2026 Q1	$113K	Sell	710 -21	-3%	-$3.31K	0.07%	60
2025 Q4	$105K	Buy	731 +600	+458%	+$82.3K	0.07%	60
2025 Q3	$16.8K	Sell	131 -100	-43%	-$12.3K	0.01%	122
2025 Q2	$26.4K	Buy	231 +31	+16%	+$3.39K	0.02%	108
2025 Q1	$22K	Hold	200	–	–	0.02%	93
2024 Q4	$22.1K	Buy	+200	New	+$21.9K	0.02%	98
2024 Q3	–	Sell	-2,581	Closed	-$291K	–	149
2024 Q2	$291K	Sell	2,581 -410	-14%	-$44.5K	0.28%	46
2024 Q1	$325K	Buy	+2,991	New	+$298K	0.24%	68

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Accordant Advisory Group's DXJ Position: Q2 2026 in Review

Accordant Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 710 shares — an estimated $113K sold.

Accordant Advisory Group first reported a position in DXJ in Q1 2024 and held it in 8 quarters. The position peaked at $325K in Q1 2024. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Accordant Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
Accordant Advisory Group sold 710 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $113K.
Accordant Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and held it in 8 quarters.
Accordant Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $325K in Q1 2024.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.