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 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 $1.56T 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accordant Advisory Group's DXJ Position: Q1 2026 in Review

Accordant Advisory Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.9% in Q1 2026, selling an estimated $3.31K and leaving 710 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #60.

Accordant Advisory Group first reported a position in DXJ in Q1 2024 and has held it in 8 quarters since. The position peaked at $325K in Q1 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Accordant Advisory Group held 710 shares of WisdomTree Japan Hedged Equity Fund worth $113K as of Q1 2026.
Accordant Advisory Group sold 21 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $3.31K.
WisdomTree Japan Hedged Equity Fund made up 0.07% of Accordant Advisory Group's portfolio in Q1 2026, its #60 holding.
Accordant Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 8 quarters since.
Accordant Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $325K in Q1 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.