Addison Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Addison Advisors’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	$1.71M	Buy	29,526 +15,528	+111%	+$870K	0.81%	30
2026 Q1	$740K	Hold	13,998	–	–	0.16%	101
2025 Q4	$673K	Hold	13,998	–	–	0.15%	102
2025 Q3	$597K	Hold	13,998	–	–	0.14%	114
2025 Q2	$533K	Hold	13,998	–	–	0.13%	118
2025 Q1	$514K	Hold	13,998	–	–	0.14%	107
2024 Q4	$515K	Hold	13,998	–	–	0.14%	102
2024 Q3	$495K	Sell	13,998 -90	-0.6%	-$3.19K	0.14%	113
2024 Q2	$530K	Hold	14,088	–	–	0.17%	93
2024 Q1	$510K	Hold	14,088	–	–	0.18%	97
2023 Q4	$413K	Hold	14,088	–	–	0.16%	109
2023 Q3	$414K	Sell	14,088 -1,200	-8%	-$34.1K	0.19%	91
2023 Q2	$424K	Hold	15,288	–	–	0.21%	90
2023 Q1	$360K	Sell	15,288 -990	-6%	-$22.6K	0.2%	95
2022 Q4	$349K	Sell	16,278 -1,965	-11%	-$43.2K	0.21%	94
2022 Q3	$375K	Sell	18,243 -4,125	-18%	-$88.5K	0.23%	82
2022 Q2	$465K	Sell	22,368 -405	-2%	-$8.59K	0.28%	73
2022 Q1	$486K	Sell	22,773 -135	-0.6%	-$2.82K	0.27%	73
2021 Q4	$478K	Sell	22,908 -495	-2%	-$10.4K	0.3%	65
2021 Q3	$493K	Hold	23,403	–	–	0.4%	41
2021 Q2	$476K	Buy	+23,403	New	+$475K	0.38%	44
2020 Q4	$425K	Buy	+23,403	New	+$403K	0.41%	48

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

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

Addison Advisors's DXJ Position: Q2 2026 in Review

Addison Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 111% in Q2 2026, buying an estimated $870K and bringing the position to 29,526 shares worth $1.71M. The position accounts for 0.81% of the portfolio, ranked #30.

Addison Advisors first reported a position in DXJ in Q4 2020 and has held it in 22 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Addison Advisors held 29,526 shares of WisdomTree Japan Hedged Equity Fund worth $1.71M as of Q2 2026.
Addison Advisors bought 15,528 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $870K.
WisdomTree Japan Hedged Equity Fund made up 0.81% of Addison Advisors's portfolio in Q2 2026, its #30 holding.
Addison Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2020 and has held it in 22 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.