Action Point Financial Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Action Point Financial Planning’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	$36.4K	Buy	+210	New	+$35.3K	﹤0.01%	926

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Action Point Financial Planning's DXJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 210 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Action Point Financial Planning held 210 shares of WisdomTree Japan Hedged Equity Fund worth $36.4K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Action Point Financial Planning position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #926 holding.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.