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 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 $1.56T 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

Allie Family Office's DXJ Position: Q1 2026 in Review

Allie Family Office reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 72% in Q1 2026, selling an estimated $908K and leaving 2,278 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #69.

Allie Family Office first reported a position in DXJ in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Allie Family Office held 2,278 shares of WisdomTree Japan Hedged Equity Fund worth $361K as of Q1 2026.
Allie Family Office sold 5,750 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $908K.
WisdomTree Japan Hedged Equity Fund made up 0.16% of Allie Family Office's portfolio in Q1 2026, its #69 holding.
Allie Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 6 quarters since.
Allie Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $1.34M in Q2 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.