Allie Family Office’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Allie Family Office’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	$658K	Buy	3,790 +1,512	+66%	+$254K	0.24%	53
2026 Q1	$361K	Sell	2,278 -5,750	-72%	-$908K	0.16%	69
2025 Q4	$1.16M	Buy	+8,028	New	+$1.1M	0.54%	32
2024 Q4	–	Sell	-6,507	Closed	-$690K	–	97
2024 Q3	$690K	Sell	6,507 -5,404	-45%	-$574K	0.37%	43
2024 Q2	$1.34M	Buy	11,911 +599	+5%	+$65.1K	0.81%	23
2024 Q1	$1.23M	Buy	11,312 +3,608	+47%	+$360K	0.72%	24
2023 Q4	$678K	Buy	+7,704	New	+$681K	0.47%	32

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

Allie Family Office's DXJ Position: Q2 2026 in Review

Allie Family Office increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 66% in Q2 2026, buying an estimated $254K and bringing the position to 3,790 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #53.

Allie Family Office first reported a position in DXJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2024. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Allie Family Office held 3,790 shares of WisdomTree Japan Hedged Equity Fund worth $658K as of Q2 2026.
Allie Family Office bought 1,512 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $254K.
WisdomTree Japan Hedged Equity Fund made up 0.24% of Allie Family Office's portfolio in Q2 2026, its #53 holding.
Allie Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 7 quarters since.
Allie Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $1.34M in Q2 2024.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.